Customer Service/ Data Entry

Jackson Hewitt - 1558; Mustang (OK); On-site; USD 19,000 - 25,000; Full time

Benefits offered by this job

Opportunity for advancement

Training & development

Bonus based on performance

Employee discounts

Flexible schedule

Job summary

Jackson Hewitt, a leading tax services provider, invites you to join our team as a customer service–oriented tax assistant. You will help clients obtain maximum refunds quickly and with clear guidance, using our proprietary tax software to interview clients and complete required forms.

Join a team that values training, advancement opportunities, and flexible scheduling while handling sensitive financial information with integrity and confidentiality.

Qualifications

• Retail experience and strong customer service skills are required.
• Able to promote brand and assist clients in a fast-paced setting.
• Good communication and interpersonal skills are essential.

Responsibilities

• Present the Company's value proposition to clients and use selling techniques.
• Conduct in-person client interviews using the company’s tax software.
• Deliver excellent customer service by anticipating needs and guiding clients.
• Answer client calls via our national call center routing system.
• Complete tax forms in compliance with policies and regulations.
• Consult tax law materials to handle atypical returns.
• Answer questions and provide future tax planning guidance.
• Review financial records to determine required forms.
• Research tax questions and respond to clients promptly.
• Resolve client complaints or escalate to supervisor as needed.
• Audit tax return forms for accuracy and signatures.

Skills

Retail experience

Customer service

Sales experience

Strong communication

Education

High School Degree 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