Entry Level Tax Preparer

Jackson Hewitt • Nashville, TN

5d

About The Position

As a seasonal entry-level tax preparer at Jackson Hewitt, you will guide clients through tax rules and processes, help reduce the stress of filing, and provide customer service and tax knowledge. You will conduct face-to-face tax interviews; explain, prepare, and complete accurate tax returns and related forms, including multiyear, multistate, and year-end forms; and provide clients with future tax planning and IRS audit support. You will complete e-filing, provide printed returns for client review, and submit signed returns to the IRS and state agencies. The role also includes supporting business growth and client retention, marketing and offering additional products and services, processing client payments and timely deposits, responding to calls and questions, resolving or escalating complaints, and collaborating with the office team. Free tax training and continuing education are offered.

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.

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.
• Explain, prepare, and complete accurate tax returns and tax-related forms, including multiyear, multistate, and year-end forms.
• Complete e-filing, provide printed copies of returns for client review, and submit signed returns to the IRS and state agencies.
• Provide clients with IRS audit support and future tax planning.
• Complete tax forms in accordance with company policies, 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 and respond to client questions.
• Resolve client complaints or refer situations to a supervisor when appropriate.
• Support office priorities through teamwork and collaboration.

Benefits

• Free tax training.
• Continuing education for tax preparers.
• Flexible scheduling.
• Various rewards.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed