Entry Level Tax Preparer
About The Position
At Jackson Hewitt, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes with integrity, quality, and consistency. We take pride in offering a service that the vast majority of taxpayers do not receive from DIY or other assisted providers. The role of a Tax Preparer is critical to our success, embodying our mission of “Working Hard for the Hardest Working Americans”. We are passionate about helping our clients, understanding that their tax return is often the biggest financial event of the year. We aim to ease their stress by providing expert customer service and tax knowledge.
Requirements
- Passion for providing extraordinary customer service.
- Excellent communication and interpersonal skills.
- Experience working in a fast-paced environment.
- Basic knowledge of computer functions and math.
- Sales and/or marketing experience.
- PTIN Certification
Nice To Haves
- Experience in accounting, finance, retail, bookkeeping, or tax preferred.
- Bachelor’s degree in Accounting or related field a plus!
Responsibilities
- Providing guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, year-end tax forms.
- Providing clients with IRS audit support.
- Completing E-filing, providing printed copies of returns for clients to review, signing and e-filing these forms to IRS and state agencies.
- Conducting face-to-face tax interviews with clients.
- Preparing complete and accurate tax returns.
- Generating business growth, increasing client retention, and offering additional products and services.
- Completing all related tax forms in accordance with policies, and in compliance with legislation and regulations.
- Collection and processing of clients’ payments while ensuring timely deposits.
- Marketing and business generation efforts.
- Furnishing taxpayers with sufficient information and advice to ensure correct tax form completion.
- Answering client calls via our national call center routing system.
- Answering questions and providing future tax planning to clients.
- Resolving client complaints or referring situations to the supervisor for resolution.
- Supporting office priorities through teamwork and collaboration.
Benefits
- Free tax training
- Continuing education for tax preparers
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
