Entry Level Tax Preparer

Jackson Hewitt - 2073; Colonial Heights (VA); Presencial; USD 17.000 - 28.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Training & development

Competitive salary

Employee discounts

Flexible schedule

Descripción de la vacante

Jackson Hewitt is seeking a Seasonal Entry Level Tax Preparer to guide clients through tax rules and filings. You will conduct face-to-face interviews, prepare accurate returns, and provide IRS audit support while aiming to grow the client base and upsell services.

Ideal candidates have strong customer service skills, basic math and computer knowledge, and are willing to learn. Flexible schedules include day, night, weekends, full-time or part-time roles.

Formación

• Bachelor’s degree in Accounting or related field is a plus.
• PTIN Certification is required or highly preferred.
• Strong customer service and communication skills are essential.

Responsabilidades

• Conduct face-to-face tax interviews with clients.
• Prepare complete and accurate tax returns.
• Generate business growth and client retention.
• Provide clients with IRS audit support.
• Complete all tax forms in accordance with policies and regulations.
• Process client payments and deposits timely.
• Marketing and business generation efforts.
• Advise clients to ensure correct tax form completion.
• Answer client calls via the national call center routing system.
• Answer questions on future tax planning.
• Resolve client complaints or escalate to supervisor as needed.
• Support office priorities through teamwork and collaboration.

Conocimientos

Customer service

Communication

Fast-paced environment

Basic computer skills

Sales/Marketing experience

Accounting/Finance/Tax background

PTIN Certification

Educación

Bachelor’s degree in Accounting or related field

PTIN Certification

Descripción del empleo

Benefits:

• Training & development
• Competitive salary
• Employee discounts
• Flexible schedule

Your Purpose:

At Jackson Hewitt, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don’t receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are “Working Hard for the Hardest Working Americans”. This is our mission and it’s a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients.

Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That’s where you come in! We are here to ease their stress and provide expert customer service and tax knowledge.

Flexible Schedules Available:

• Day shift
• Night shift
• Weekends
• Weekdays
• Full-time or Part-time

Are you:

• Looking to learn a new career and break into the tax industry?
• Someone who has gaps in their work history or is looking to boost their skills and resume?
• Someone who has been out of the workforce over the last year while at home with family?
• New to the workforce or with limited experience/education, but a willingness to learn?
• Retired and want to continue to make an impact?
• Someone without a college diploma? No problem!
• A Veteran or military personnel transitioning from the service?
• Part of a military family that moves often with deployments?
• A recent college graduate or current college student?
• A stay-at-home parent who needs a flexible work schedule?
• A gig worker or looking to add a second income?
• Bilingual? Bilingual candidates are highly encouraged to apply!

What you’ll do here:

As a Seasonal Entry Level Tax Preparer, you will be responsible for providing guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, year-end tax forms and providing clients with IRS audit support. Complete E-filing, provide printed copies of returns for clients to review, signing and e-file these forms to IRS and state agencies.

• Conduct face-to-face tax interviews with clients.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS audit support.
• Complete all related tax forms in accordance with policies, and in compliance with legislation and regulations.
• Collection and processing of clients’ payments while ensuring timely deposits.
• Marketing and business generation efforts.
• Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion.
• Answer client calls via our national call center routing system.
• Answer questions and provide future tax planning to clients.
• Resolve client complaints or refer situations to the supervisor (as appropriate) for resolution.
• Support office priorities through teamwork and collaboration.

Skills you’ll bring for success:

• Passion for providing extraordinary customer service.
• Excellent communication and interpersonal skills.
• Experience working in a fast-paced environment.
• Basic knowledge of computer functions and math.
• Sales and/or marketing experience.
• Experience in accounting, finance, retail, bookkeeping, or tax preferred.
• Bachelor’s degree in Accounting or related field a plus!
• PTIN Certification: Yes