Experienced Tax Preparer

Jackson Hewitt•Quakertown, PA

2d•Onsite

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. This role is critical to our success, and together we are “Working Hard for the Hardest Working Americans”. We are passionate about helping our clients, and doing taxes is much more than filling in forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. We are here to ease their stress and provide expert customer service and tax knowledge.

Requirements

2+ seasons of previous tax experience
Experience completing individual, trust, &/or partnership tax returns
Passion for providing extraordinary customer service
Excellent communication and interpersonal skills
Successful completion of the Jackson Hewitt Tax Knowledge Assessment
Experience working in a fast-paced environment
Strong attention to detail and accuracy
PTIN Certification: Yes

Nice To Haves

Bachelor’s degree in accounting or related field preferred
Field Instructor, Remote Support, or Call Center certification a plus
Tax planning and audit support experience preferred
Bachelor’s degree in accounting or related field a plus
CPA or Enrolled Agent license is a bonus

Responsibilities

Providing expert guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, and year-end tax forms.
Providing clients with IRS audit support.
Completing E-filing, providing printed copies of returns for clients to review, sign and e-file these forms to IRS and state agencies.
Conducting face-to-face tax interviews with clients.
Generating business growth, increasing client retention, and offering additional products and services.
Answering client calls via our national call center routing system.
Answering tax related questions and providing future tax planning to clients in a timely fashion.
Collection and processing of clients’ payments while ensuring timely deposits.
Marketing and business generation efforts.
Supporting office priorities through teamwork and collaboration.
Mentoring and supporting teammates, providing guidance and in some cases acting as a lead.