Customer Service/ Data Entry

Jackson Hewitt - 1558; Weatherford (OK); Vor Ort; USD 32.000 - 42.000; Vollzeit

Benefits dieser Stelle

Opportunity for advancement

Training & development

Bonus based on performance

Employee discounts

Flexible schedule

Zusammenfassung

Jackson Hewitt is seeking a dedicated team member to deliver exemplary customer service and help clients maximize their tax refunds efficiently. You will work with our tax software, review records, and guide clients through the preparation process.

The role emphasizes friendly, attentive service, accuracy, and adherence to policies, with ongoing training and opportunities for advancement within a supportive team environment.

Qualifikationen

• Retail experience providing exceptional client service in a fast-paced environment.
• Strong communication, interpersonal and customer service skills.
• Familiar with basic computer use and math.
• Willingness to lift up to 25 lbs and handle physical tasks.
• Attention to detail and accuracy in tax-related work.

Aufgaben

• Present the Company’s value proposition to clients regarding various products and services and use prescribed selling techniques.
• Conduct thorough in-person interviews with potential clients using the company’s tax software.
• Deliver exceptional customer service by anticipating client needs and considering impact of decisions on the client.
• Answer client calls via the national call center routing system.
• Complete tax forms per policies and regulations, and provide taxpayers with information to ensure correct completion.
• Consult tax reference materials to determine procedures for atypical returns.
• Answer questions and provide future tax planning to clients.
• Review financial records to determine forms needed for tax returns.
• Research tax questions and respond to clients promptly.
• Resolve client complaints or escalate to supervisor as needed.
• Audit tax return forms for accuracy and completeness.

Kenntnisse

Retail experience

Client service

Marketing outreach

Communication skills

Computer literacy

Math proficiency

Lifts 25 lbs

Attention to detail

Work under pressure

Ausbildung

High School degree 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