Entry Level Tax Preparer

Jackson Hewitt•Council Bluffs, IA

3d•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 highly passionate about what we do and how we can help our clients. We have tax classes starting in early October to certify you to work for us during the tax season. Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That’s where you come in! We are here to ease their stress and provide expert customer service and tax knowledge. If you join our team as an Entry-Level Seasonal Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional customer service. You will also have the opportunity to expand your skill set with professional development and continuous training.

Requirements

Passion for providing extraordinary customer service.
Excellent communication and interpersonal skills.
Experience working in a fast-paced environment.
Basic knowledge of computer functions and math.
Sales and/or marketing experience.
PTIN Certification: Yes

Nice To Haves

Experience in accounting, finance, retail, bookkeeping, or taxes a PLUS
Bilingual candidates are highly encouraged to apply!

Responsibilities

Providing guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, year-end tax forms and providing clients with IRS audit support.
Complete E-filing, provide printed copies of returns for clients to review, signing and e-file these forms to IRS and state agencies.
Conduct face-to-face tax interviews with clients.
Prepare complete and accurate tax returns.
Generate business growth, increase client retention, and offer additional products and services.
Provide clients with IRS audit support.
Complete all related tax forms in accordance with policies, and in compliance with legislation and regulations.
Collection and processing of clients’ payments while ensuring timely deposits.
Marketing and business generation efforts.
Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion.
Answer client calls via our national call center routing system.
Answer questions and provide future tax planning to clients.
Resolve client complaints or refer situations to the supervisor (as appropriate) for resolution.
Support office priorities through teamwork and collaboration.