Entry Level Tax Preparer
About The Position
As a Seasonal Entry Level Tax Preparer at Jackson Hewitt, you will guide clients through tax rules and processes, provide customer service and tax knowledge, and help ease the stress of preparing tax returns. You will conduct face-to-face tax interviews; explain, prepare, and complete accurate tax-related forms, including multiyear, multistate, and year-end forms; complete e-filing; provide printed returns for client review; and submit signed returns to the IRS and state agencies. You will also provide IRS audit support and future tax-planning guidance. The role includes client payment processing, marketing and business-generation efforts, answering calls through the national call-center routing system, and working with colleagues to support office priorities. Flexible schedules are available, including day and night shifts, weekdays and weekends, and full-time or part-time work.
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.
- Explain, prepare, and complete 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.
- Complete tax forms in accordance with company policies and applicable legislation and regulations.
- Collect and process client payments and ensure timely deposits.
- Generate business growth, increase client retention, and offer additional products and services.
- 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 them 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
