Entry Level Tax Preparer

Jackson Hewitt; Weathersfield Township (OH); On-site; USD 30,000 - 40,000; Full time

Job summary

Jackson Hewitt is seeking a Seasonal Entry Level Tax Preparer to guide clients through tax preparation. This role involves customer service, tax knowledge, and assisting clients with their tax returns. Flexible schedules are available, making it ideal for various candidates, including those new to the workforce or looking for a second income.

Qualifications

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

Responsibilities

• Guide clients through tax preparation and complete accurate tax forms.
• Conduct face-to-face tax interviews and prepare tax returns.
• Assist clients with IRS audit support and future tax planning.

Skills

Customer Service

Communication

Interpersonal Skills

Basic Computer Skills

Math Skills

Education

Bachelor's degree in Accounting

Job description

Job Description: Seasonal Entry Level Tax Preparer

Your Purpose:

At Jackson Hewitt, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes with integrity, quality, and consistency. We take pride in offering something most taxpayers do not receive from DIY or other assisted providers. Your role is critical to our success as we work together to serve 'Hardest Working Americans'. We are passionate about helping our clients and making a difference.

Tax preparation is more than just filling forms; for many Americans, their tax return is the largest financial event of the year and can be emotionally stressful. Your role is to ease this stress by providing 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 enter the tax industry?
• Seeking to boost your skills and resume, especially if you have gaps in your work history?
• Out of the workforce recently, perhaps to care for family?
• New to the workforce or with limited experience/education but eager to learn?
• Retired but still 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 moves often?
• A recent college graduate or current student?
• A stay-at-home parent needing flexible hours?
• Looking for a second income or gig work?
• Bilingual? Bilingual candidates are highly encouraged to apply!

What you'll do here:

As a Seasonal Entry Level Tax Preparer, you will:

• Guide clients through tax preparation, explaining and completing accurate tax forms, including multiyear and multistate returns, and providing IRS audit support.
• Conduct face-to-face tax interviews.
• Prepare accurate tax returns and complete all related forms in compliance with policies and regulations.
• Handle client payments, deposits, and offer additional products/services to foster business growth.
• Assist clients with IRS audit support and future tax planning.
• Answer client calls and resolve issues, referring to supervisors as needed.
• Support team efforts and contribute to office priorities.

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 and math skills.
• Sales and marketing experience is a plus.
• Experience in accounting, finance, retail, or tax is preferred.
• Bachelor's degree in Accounting or related field is a plus.
• PTIN Certification: Yes