Entry Level Tax Preparer

Jackson Hewitt - 2357•Waynesboro, TN

7d•$14 - $15

About The Position

As a Seasonal Entry Level Tax Preparer at Jackson Hewitt, you will guide clients through tax codes, rules, and processes while providing customer service and tax knowledge. You will conduct face-to-face tax interviews, prepare and complete accurate tax returns and related forms, and assist clients with multiyear, multistate, and year-end tax forms. The role also includes providing IRS audit support, e-filing returns with the IRS and state agencies, and giving clients tax-planning guidance.

Requirements

PTIN certification.
Passion for providing extraordinary customer service.
Excellent communication and interpersonal skills.
Experience working in a fast-paced environment.
Basic knowledge of computer functions.

Nice To Haves

Sales and/or marketing experience.
Bilingual ability; bilingual candidates are highly encouraged to apply.

Responsibilities

Conduct face-to-face tax interviews with clients.
Prepare complete and accurate tax returns and related forms in compliance with policies, legislation, and regulations.
Explain tax forms and processes, and furnish taxpayers with sufficient information and advice for correct form completion.
Complete e-filing, provide printed returns for client review, and submit signed forms to the IRS and state agencies.
Provide clients with IRS audit support and future tax-planning guidance.
Generate business growth, increase client retention, and offer additional products and services.
Collect and process client payments and ensure timely deposits.
Participate in marketing and business-generation efforts.
Answer client calls through the national call center routing system.
Resolve client complaints or refer situations to a supervisor when appropriate.
Support office priorities through teamwork and collaboration.