Customer Service/ Data Entry

Jackson Hewitt - 1558; Edmond (OK); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Opportunity for advancement

Training & development

Bonus based on performance

Employee discounts

Flexible schedule

Job summary

Jackson Hewitt in Edmond, OK, seeks a client-focused tax professional to deliver exemplary customer service and maximize refunds for clients. You will interview clients, use our tax software, and guide them through the tax filing process with accuracy and care.

Responsibilities include presenting products, answering questions, and completing forms compliant with regulations. Training and advancement opportunities are provided, with bonuses based on performance.

Qualifications

• Retail experience delivering exceptional client service.
• Marketing to local businesses to promote brand.
• High school diploma or equivalent.
• 1+ years in sales, service, or tax prep.
• Strong communication and customer service skills.
• Basic computer and math skills.
• Ability to lift up to 25 lbs.
• Attention to detail and accuracy.
• Ability to work under pressure in a fast-paced environment.

Responsibilities

• Present tax products and services to clients.
• Interview clients using tax software.
• Deliver excellent customer service by anticipating needs.
• Answer client calls via national call center routing.
• Complete tax forms per policy and regulations.
• Consult tax references for atypical returns.
• Answer questions and provide tax planning.
• Review financial records to determine required forms.
• Research tax questions and respond timely.
• Resolve client complaints or escalate as needed.
• Audit tax returns for accuracy and signatures.
• Handle sensitive information and diverse matters.

Skills

Customer service

Sales experience

Communication skills

Attention to detail

Interpersonal skills

Retail experience

Math basics

Lifting ability

Work under pressure

Education

High School diploma or equivalent

Tools

Tax software

Job description

Benefits

• Opportunity for advancement
• Training & development
• Bonus based on performance
• Employee discounts
• Flexible schedule

We are Jackson Hewitt, Working Hard for the Hardest Working. We have a new Career Opportunity for you to deliver exemplary customer service, and become someone’s tax hero!

Join the team that is focused on being advocates for our clients, and getting them their maximum tax refund, faster, and with fewer associated fees. Stand out as friendly, attentive, and knowledgeable. Jackson Hewitt offers training related to income tax preparation and the delivery of excellent customer service. This position has access to and regularly works with information of a sensitive, highly confidential nature; and regularly deals with diverse matters which require a working knowledge of the business.

Responsibilities

• Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques
• Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application
• Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer
• Answering client calls via our national call center routing system
• Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion
• Consults tax law reference materials to determine procedures for preparation of atypical returns
• Answers questions and provide future tax planning to clients
• Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
• Researches tax related questions and issues, and responds to clients appropriately and within a timely manner
• Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution
• Audits all tax return forms for accuracy and completeness (i.e., client signatures)
• This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business

Required Qualifications

• Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks in a fast paced environment
• Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele
• High School Degree or equivalent
• 1+ years experience preferably in sales, service and tax preparation
• Good communication, interpersonal and customer services skills
• Basic knowledge of computer functions and math required
• Ability to lift a maximum of 25 lbs
• Strong attention to detail and accuracy
• Ability to work under pressure, in a fast-paced working environment

Preferred Certifications

• Field Instructor, Remote Support or Call Center certified
• Enrolled Agent (EA) certification