Entry Level Tax Preparer

About the Role

At Jackson Hewitt, the mission is to guide clients through tax codes, rules, and processes with integrity, quality, and consistency. This role is critical to the company's success in assisting taxpayers.

Key Responsibilities

• Conduct face-to-face tax interviews with clients.
• Prepare complete and accurate tax returns, including multiyear and multistate forms.
• Provide clients with IRS audit support.
• Complete all related tax forms in accordance with policies, legislation, and regulations.
• Collect and process client payments, ensuring timely deposits.
• Engage in marketing and business generation efforts.
• Furnish taxpayers with sufficient information and advice for correct tax form completion.
• Answer client calls via the national call center routing system.
• Answer questions and provide future tax planning advice to clients.
• Resolve client complaints or refer situations to a supervisor for resolution.
• Support office priorities through teamwork and collaboration.
• Complete E-filing, provide printed copies of returns for client review, and e-file forms to IRS and state agencies.
• Generate business growth, increase client retention, and offer additional products and services.

Requirements & Tech Stack

• Passion for providing extraordinary customer service.
• Excellent communication and interpersonal skills.
• Experience working in a fast-paced environment.
• Basic knowledge of computer functions.
• Sales and/or marketing experience.
• PTIN Certification: Required.
• Bilingual candidates are highly encouraged to apply.

Qualifications

• Willingness to learn a new career and break into the tax industry.
• Suitable for individuals with gaps in work history, looking to boost skills, or new to the workforce with limited experience/education.
• Also suitable for retirees, individuals without a college diploma, Veterans or military personnel transitioning from service, military families, recent college graduates or current college students, stay-at-home parents needing flexible schedules, and gig workers or those looking to add a second income.

Compensation: $12.00 per hour

Flexible Schedules Available: Day shift, Night shift, Weekends, Weekdays, Full-time or Part-time.

Jackson Hewitt offers free tax training and continuing education.