Entry Level Tax Preparer

Jackson Hewitt•Springfield, TN

16d

About The Position

As a Seasonal Entry Level Tax Preparer at Jackson Hewitt, you will guide clients through tax codes, rules, and processes by providing tax preparation services, reliable information, and customer support. You will conduct in-person tax interviews, prepare accurate tax returns and related forms, and help clients understand tax matters, including future tax planning and IRS audit support. The position also involves electronic filing, payment processing, business growth and marketing efforts, and collaboration with office staff. Flexible scheduling is available, including day or night shifts and weekday or weekend work. The posting offers free tax training and continuing education for tax preparers.

Requirements

PTIN certification is required.
Passion for providing extraordinary customer service.
Excellent communication and interpersonal skills.
Experience working in a fast-paced environment.
Basic knowledge of computer functions.
Sales and/or marketing experience.

Nice To Haves

Bilingual candidates are highly encouraged to apply.

Responsibilities

Conduct face-to-face tax interviews with clients.
Explain, prepare, and complete accurate tax-related forms, including multiyear, multistate, and year-end tax forms.
Prepare complete and accurate tax returns.
Complete e-filing, provide printed return copies for client review, and file returns with the IRS and state agencies.
Provide clients with IRS audit support.
Complete tax forms in accordance with company policies and applicable legislation and regulations.
Collect and process client payments and ensure timely deposits.
Furnish taxpayers with information and advice to help ensure correct tax form completion.
Answer client calls through the national call center routing system.
Answer client questions and provide future tax planning.
Resolve client complaints or refer matters to a supervisor as appropriate.
Generate business growth, increase client retention, and offer additional products and services.
Participate in marketing and business-generation efforts.
Support office priorities through teamwork and collaboration.