Seasonal Entry Level Tax Preparer

Job Description

Seasonal Entry Level Tax Preparer | Jackson Hewitt

The Tone:
This is a seasonal entry level position at Jackson Hewitt, dedicated to guiding clients through complex tax codes, rules, and processes with integrity and consistency. The company takes pride in providing a service often not received from DIY options or other providers, actively working for “the Hardest Working Americans.” This role is critical to success, as you will ease client stress by providing expert customer service and comprehensive tax knowledge, recognizing that their tax return is often the single biggest financial event of the year. Jackson Hewitt offers free tax training and continuing education for preparers, supporting those looking to learn a new career in the tax industry.

The TL;DR
• Role: Early Career
• Type: Seasonal, Full-time or Part-time, Flexible (Day, Night, Weekends, Weekdays)
• Pay: $15 hourly
• Mission: Guide clients through tax complexities, prepare accurate returns, and ease financial stress through expert service and comprehensive knowledge.

What You’ll Actually Do
• Client Interviews: Conduct face-to-face tax interviews with clients to gather necessary information.
• Tax Preparation: Prepare complete and accurate multiyear, multistate, and year-end tax returns.
• Business Development: Generate business growth, increase client retention, and offer additional products and services.
• Audit Support: Provide clients with IRS audit support and answer future tax planning questions.
• Compliance & Filing: Complete all related tax forms in accordance with company policies and legislation, and electronically file forms to the IRS and state agencies.

The Must-Haves
• Background: Early career individual, including those looking to learn a new career, with gaps in work history, out of the workforce, new to the workforce, retired, or transitioning military personnel. No college diploma is required, but PTIN Certification is essential.
• Experience: No specific years required; experience in accounting, finance, retail, bookkeeping, or tax is preferred.
• Skills: Extraordinary customer service, excellent communication and interpersonal skills, basic knowledge of computer functions and math.
• Bonus: Sales and/or marketing experience; Bachelor’s degree in Accounting or a related field; Bilingual candidates are highly encouraged.