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 and provide tax knowledge and customer service. You will explain, prepare, and complete accurate tax-related forms, including multiyear, multistate, and year-end forms, and provide IRS audit support. The role includes conducting face-to-face tax interviews, completing e-filing, providing printed returns for client review, and submitting signed returns to the IRS and state agencies. Flexible schedules are available, including day or night shifts and weekdays or weekends; the posting describes both full-time and part-time availability.
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, including multiyear, multistate, and year-end tax forms.
- Explain tax forms and processes and furnish taxpayers with information and advice to help ensure correct completion.
- 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.
- 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.
- Answer client questions and provide future tax planning.
- Resolve client complaints or refer situations to a supervisor as 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
