Customer Service/ Data Entry

Jackson Hewitt - 1558; Moore (OK); Vor Ort; USD 25.000 - 35.000; Vollzeit

Benefits dieser Stelle

Advancement opportunities

Training & development

Performance bonus

Employee discounts

Flexible schedule

Zusammenfassung

Jackson Hewitt in Oklahoma is seeking a customer-focused Tax Clerk to join our team. You will assist clients with tax preparation, explain products, and deliver excellent service in a busy retail setting.

This role includes training on our tax software, opportunities for advancement, and a performance-based bonus. Flexibility in schedule supports seasonal demand and a positive work-life balance.

Qualifikationen

• Retail experience with strong client service in a fast-paced setting
• Excellent communication and interpersonal skills
• Basic math and computer skills
• Ability to lift up to 25 lbs, maintain accuracy and attention to detail

Aufgaben

• Present Jackson Hewitt value proposition to clients and promote products
• Conduct in-person client interviews using our tax software
• Deliver exceptional customer service by anticipating client needs
• Answer client calls via the national call center routing system
• Complete tax forms per policies and regulations and advise clients
• Review returns for accuracy and assist with questions or planning

Kenntnisse

Customer service

Multitasking

Communication

Interpersonal skills

Attention to detail

Math skills

Ausbildung

High School Diploma or equivalent

Tools

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