Seasonal Entry Level Tax Preparer

Job Description

Seasonal Entry Level Tax Preparer | Jackson Hewitt

The Tone:
At Jackson Hewitt, the mission is to provide an invaluable service by guiding clients through complex tax codes, rules, and processes with integrity, quality, and consistency. This role is crucial in easing client stress during their biggest annual financial event, offering a level of support beyond what DIY or other providers typically deliver. The company prides itself on “Working Hard for the Hardest Working Americans,” continuously innovating to improve financial products and services within the tax industry.

The TL;DR
• Role: Seasonal Entry Level Tax Preparer
• Type: Seasonal, Full-time or Part-time, Flexible Shifts (Day, Night, Weekends, Weekdays)
• Mission: Guide clients through complex tax codes, rules, and processes, ensuring accurate tax returns and providing expert support to alleviate stress during their most significant annual financial event.

What You’ll Actually Do
• Conduct Client Interviews: Conduct face-to-face tax interviews with clients, guiding them through the process to gather all necessary information for comprehensive tax service.
• Prepare and File Returns: Prepare complete and accurate tax returns, including multiyear, multistate, and year-end forms, and manage E-filing and printed copies for client review and signing.
• Provide Client Support: Offer comprehensive IRS audit support, answer client questions, provide future tax planning advice, and furnish sufficient information for correct tax form completion.
• Drive Business Growth: Generate business growth, increase client retention, offer additional Jackson Hewitt products and services, and actively participate in marketing and business generation efforts.
• Manage Client Relations & Teamwork: Collect and process clients’ payments, handle client calls through the national call center, resolve client complaints, and support office priorities through teamwork and collaboration.

The Must-Haves
• Background: Basic knowledge of computer functions and math, coupled with a desire to learn a new career and enter the tax industry.
• Experience: Open to diverse candidates including those with limited work history, individuals re-entering the workforce, military personnel, or current students; previous experience in accounting, finance, retail, bookkeeping, or tax is preferred.
• Skills: Demonstrated passion for delivering extraordinary customer service; excellent communication and interpersonal abilities; capability to thrive in a fast-paced environment; sales and/or marketing experience; required PTIN Certification.
• Bonus: A Bachelor’s degree in Accounting or a related field is a significant plus; bilingual candidates are strongly encouraged to apply.