Entry Level Tax Preparer

Jackson Hewitt in; Leesburg (VA); On-site; USD 35,000 - 45,000; Full time

Job summary

Join a leading company as an Entry Level Tax Preparer, where you'll assist clients with tax returns and provide exceptional customer service. Flexible schedules are available, making it ideal for various candidates, including those new to the workforce or seeking to transition careers. Your role is vital in ensuring clients navigate their tax obligations with ease and confidence.

Qualifications

• Experience in accounting, finance, retail, bookkeeping, or tax is preferred.
• PTIN Certification required.

Responsibilities

• Conduct face-to-face tax interviews with clients.
• Prepare complete and accurate tax returns.
• Provide clients with IRS audit support.

Skills

Customer Service

Communication

Interpersonal Skills

Sales

Marketing

Basic Computer Skills

Math Proficiency

Education

Bachelor's degree in Accounting

Job description

Entry Level Tax Preparer (Finance)

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. 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 financial event of the year, often 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 with gaps in work history or seeking to boost 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 make an impact?
• Without a college diploma? No problem!
• A Veteran or military personnel transitioning from service?
• Part of a military family that often moves with deployments?
• A recent college graduate or current college student?
• A stay-at-home parent needing a flexible schedule?
• A gig worker or seeking additional income?
• Bilingual? Bilingual candidates are highly encouraged to apply!

What you'll do here:

• 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 legislation.
• Handle clients' payments and ensure timely deposits.
• Engage in marketing and business development efforts.
• Assist taxpayers with tax form completion and provide tax planning advice.
• Answer client calls via our national call center system.
• Resolve client complaints or escalate as appropriate.
• Support office priorities through teamwork and collaboration.

Skills you'll bring for success:

• Passion for delivering exceptional customer service.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment.
• Basic computer skills and math proficiency.
• Sales and/or marketing experience.
• Experience in accounting, finance, retail, bookkeeping, or tax is preferred.
• Bachelor's degree in Accounting or a related field is a plus!
• PTIN Certification: Yes