Entry Level Tax Preparer

jackson-hewitt-careers; Lincoln (NE); On-site; USD 21,000 - 32,000; Part time

Benefits offered by this job

Training & development

Bonus based on performance

Flexible schedule

Job summary

Jackson Hewitt in Lincoln, NE seeks an energetic Seasonal Entry-Level Tax Preparer to conduct client interviews and prepare accurate tax returns. Training starts in October to certify you for tax season, with opportunities to expand skills through ongoing professional development.

You will handle one-on-one client interactions, provide excellent service, and support business growth while enjoying a flexible schedule that includes day, night, weekends, or full-time/part-time options. Not remote.

Qualifications

• Entry-level position with tax class training provided.
• Ability to perform tax interviews and prepare returns with accuracy.
• Strong customer service and communication skills are essential.

Responsibilities

• Conduct face-to-face tax interviews with clients.
• Prepare complete and accurate tax returns.
• Generate business growth and increase client retention.
• Provide clients with IRS audit support.
• Complete tax forms in compliance with policies and regulations.
• Process client payments and deposits on time.
• Assist with marketing and business generation efforts.
• Educate clients to ensure correct tax form completion.
• Answer client calls via the national call center system.
• Provide future tax planning guidance to clients.
• Resolve client issues by consulting supervisor as needed.
• Support office priorities through teamwork.

Skills

Customer service

Communication

Fast-paced

Basic math

Sales/Marketing

Education

High school diploma or equivalent

Tools

Tax software

Job description

Benefits:

• Training & development
• Bonus based on performance
• 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.

We have tax classes starting in early October to certify you to work for us during the tax season

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.

If you join our team as an Entry-Level Seasonal Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional customer service. You will also have the opportunity to expand your skill set with professional development and continuous training.

Flexible Schedules Available:

• Day shift
• Night shift
• Weekends
• Weekdays
• Full-time or Part-time
• Not remote

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!
• Bonus Potential

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 taxes a PLUS