Entry Level Tax Preparer

Jackson Hewitt • Russellville, AL

6d

About The Position

As a seasonal, entry-level Tax Preparer at Jackson Hewitt, you will guide clients through tax rules and processes, prepare accurate tax returns and related forms, and provide customer service and tax knowledge. The role includes conducting face-to-face tax interviews, preparing and e-filing returns, giving clients copies for review, and offering IRS audit support and future tax planning. You will also support business growth and client retention, process client payments, answer calls and questions, resolve or escalate complaints, and collaborate with the office team. Jackson Hewitt offers free tax training and continuing education for tax preparers. Flexible schedules are available, including day or night shifts and weekdays or weekends; positions may be full-time or part-time.

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 skills; bilingual candidates are highly encouraged to apply.

Responsibilities

• Conduct face-to-face tax interviews with clients.
• Prepare complete and accurate tax returns, including multiyear, multistate, and year-end tax forms.
• Complete e-filing, provide printed returns for client review, and submit signed forms to the IRS and state agencies.
• Provide clients with IRS audit support and future tax planning guidance.
• Complete tax forms in accordance with company policies, legislation, and regulations.
• Furnish taxpayers with information and advice to support correct tax form completion.
• 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.
• 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

• Opportunity for advancement
• Training and development
• Flexible schedule
• License reimbursement
• Free tax training and continuing education for tax preparers

What This Job Offers

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