Entry Level Tax Preparer
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 interviews, prepare accurate tax returns and related forms, complete electronic filing, provide clients with copies of returns to review, and offer IRS audit support. The role also includes answering client calls and questions, providing future tax-planning guidance, processing payments, supporting marketing and business-generation efforts, and collaborating with the office team. Flexible schedules are available, including day and night shifts, weekdays and weekends, and full-time or part-time work.
Requirements
- Passion for providing extraordinary customer service.
- Excellent communication and interpersonal skills.
- Experience working in a fast-paced environment.
- Basic knowledge of computer functions.
- PTIN certification.
Nice To Haves
- Sales and/or marketing experience.
- Bilingual candidates are highly encouraged to apply.
Responsibilities
- Conduct face-to-face tax interviews with clients.
- Prepare complete and accurate tax returns, including multiyear, multistate, and year-end tax forms.
- Explain, complete, and file tax-related forms electronically with the IRS and state agencies; provide clients with printed returns for review.
- Provide clients with IRS audit support.
- Complete tax forms in accordance with company policies and applicable legislation and regulations.
- 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.
- Provide taxpayers with information and advice to support correct tax form completion.
- Answer client calls through the national call center routing system.
- Answer client questions and provide future tax-planning guidance.
- Resolve client complaints or refer situations to a supervisor when appropriate.
- Support office priorities through teamwork and collaboration.
Benefits
- Opportunity for advancement
- Training and development
- Flexible schedule
- License reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
