Seasonal Entry Level Tax Preparer

Job Description

Seasonal Entry Level Tax Preparer | Jackson Hewitt

The Tone:
This is a seasonal, entry-level role at Jackson Hewitt, available at various locations nationwide. Jackson Hewitt is dedicated to providing an invaluable service, guiding clients through complex tax codes, rules, and processes with integrity, quality, and consistency. The role of a Seasonal Entry Level Tax Preparer is critical to this mission, as tax returns represent the biggest financial event of the year for most Americans, often an emotional experience. You will ease client stress and provide expert customer service and tax knowledge, actively contributing to the company’s mission of “Working Hard for the Hardest Working Americans.”

The TL;DR
• Role: Contract
• Type: Seasonal, Full-time or Part-time
• Location: Various locations nationwide
• Pay: $13 hourly
• Mission: To accurately prepare federal and state tax returns, offer comprehensive guidance, and provide expert customer service to ease client stress and support their financial needs.

What You’ll Actually Do
• Tax Preparation & Filing: Prepare and complete accurate tax-related forms for clients, encompassing multiyear, multistate, and year-end forms, and manage the e-filing process with both the IRS and state agencies.
• Client Interaction & Education: Conduct face-to-face tax interviews with clients, provide thorough explanations of tax codes and processes, and offer advice to ensure correct tax form completion and future planning.
• Client Support & Resolution: Provide clients with essential IRS audit support and answer tax-related questions, while also addressing and resolving client complaints or escalating issues to a supervisor when appropriate.
• Business Development: Actively contribute to business growth by fostering client retention and offering additional Jackson Hewitt products and services, engaging in marketing and business generation efforts.
• Financial Processing & Compliance: Handle the collection and processing of clients’ payments, ensure timely deposits, and complete all associated tax forms in strict accordance with company policies, legislation, and regulations.

The Must-Haves
• Background: Requires PTIN Certification and a strong desire to learn and enter the tax preparation industry. This entry-level position welcomes diverse backgrounds, including those new to the workforce, seeking career changes, or re-entering professional life.
• Experience: No specific prior tax experience is required; emphasis is placed on a willingness to learn and adapt. Experience working in a customer-facing or fast-paced environment is advantageous.
• Skills: A profound passion for delivering extraordinary customer service, coupled with excellent communication and interpersonal skills. Must possess basic knowledge of computer functions and foundational math abilities.
• Bonus: Preferred qualifications include prior experience in accounting, finance, retail, bookkeeping, or tax-related roles. A Bachelor’s degree in Accounting or a related field is a significant plus. Bilingual candidates and those with sales or marketing experience are highly encouraged to apply.