Customer Service/ Data Entry

Jackson Hewitt Tax Service Inc.; Elk City (OK); Vor Ort; USD 14.000 - 19.000; Vollzeit

Benefits dieser Stelle

Bonus based on performance

Training & development

Flexible schedule

Employee discounts

Opportunity for advancement

Zusammenfassung

Jackson Hewitt Tax Service Inc. is seeking an active, customer-focused team member to assist clients with tax preparation and related services in a fast-paced environment.

The role emphasizes exemplary client service, accurate form completion, and the use of our proprietary tax software. Training and advancement opportunities are provided, with a flexible schedule and performance-based bonuses.

Qualifikationen

• Experience in retail or service roles delivering strong client service.
• Ability to conduct client interviews and promote services.
• Basic math and computer skills required.
• Ability to lift up to 25 lbs and work under pressure.

Aufgaben

• Presents the value proposition of company products to clients using prescribed techniques.
• Conducts in-person interviews with clients using the tax software.
• Delivers exceptional customer service by anticipating client needs.
• Answers client calls via the national call center routing system.
• Completes tax forms in compliance with policies and regulations.
• Reviews financial records to determine forms needed for returns.
• Resolves client questions and directs issues to a supervisor when needed.
• Audits tax return forms for accuracy and completeness.

Kenntnisse

Retail experience

Customer service

Sales experience

multitask in fast-paced environment

Ausbildung

High School Degree

Tools

Proprietary tax software

Jobbeschreibung

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

Compensation: $12.00 per hour

Working at Jackson Hewitt

Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.

Taxes are fun (really!)

Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.

PTIN Certification: Yes