Entry Level Tax Preparer

Jackson Hewitt•Florence, AL

About The Position

As a seasonal entry-level tax preparer at Jackson Hewitt, you will guide clients through tax rules and processes with integrity, quality, and consistency. You will conduct face-to-face interviews, prepare accurate tax returns, explain tax-related forms, and provide customer service and tax knowledge to ease clients’ stress. The role includes preparing multiyear, multistate, and year-end forms, e-filing returns with the IRS and state agencies, and providing IRS audit support. The position also supports business growth and client retention by offering additional products and services, contributing to marketing efforts, and helping clients with future tax planning. You will process payments, respond to client calls, address complaints or refer them to a supervisor, and collaborate with the team. Flexible schedules are available, including day or night shifts and weekdays or weekends; full-time or part-time schedules are offered.

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.
Explain, prepare, and complete accurate tax-related forms, including multiyear, multistate, and year-end forms.
Prepare complete and accurate tax returns.
Complete e-filing, provide printed 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.
Furnish 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.
Provide future tax planning to clients.
Generate business growth, increase client retention, and offer additional products and services.
Participate in marketing and business-generation efforts.
Collect and process client payments and ensure timely deposits.
Resolve client complaints or refer situations to a supervisor as appropriate.
Support office priorities through teamwork and collaboration.