Customer Service/ Data Entry

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

Benefits dieser Stelle

Bonus based on performance

Employee discounts

Flexible schedule

Zusammenfassung

Jackson Hewitt Tax Service Inc. in Oklahoma City is seeking a friendly tax professional to deliver exceptional client service, prepare tax returns, and promote our tax services. You will interview clients, gather documentation, and use our tax software to maximize refunds while ensuring compliance.

This role offers on-the-job training, a flexible schedule, and opportunities for advancement. Compensation starts at $12.00 per hour, with bonus based on performance and employee discounts.

Qualifikationen

• Retail experience in a fast-paced environment.
• High School diploma or equivalent.
• 1+ years in sales, service or tax preparation.
• Strong communication and customer service skills.
• Basic computer and math skills.

Aufgaben

• Present the value proposition to clients and promote services.
• Conduct in-person client interviews using tax software.
• Deliver exceptional service by anticipating client needs.
• Handle client calls via the national call center routing system.
• Prepare tax forms in line with laws and advise clients.
• Consult tax references for atypical returns.
• Answer questions and provide future tax planning.
• Review financial records to determine required forms.
• Research tax questions and respond promptly.
• Resolve client complaints or escalate as needed.
• Audit tax return forms for accuracy and completeness.
• Handle sensitive information with confidentiality.

Kenntnisse

Retail experience

Marketing outreach

Communication skills

Computer literacy

Math skills

Lifting 25 lbs

Attention to detail

Work under pressure

Ausbildung

High School Diploma

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

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