Experienced Tax Preparer

Jackson Hewitt; Milford (DE); On-site; USD 30,000 - 50,000; Full time

Job summary

OU Health is seeking a Seasonal Experienced Tax Preparer to provide expert guidance and prepare tax forms for clients. This role involves conducting interviews, supporting IRS audits, and ensuring exceptional customer service. Ideal candidates will have at least three seasons of tax experience and a PTIN certification.

Benefits

Bonus based on performance

Qualifications

• At least 3 seasons of tax experience required.
• Experience preparing individual, trust, and/or partnership tax returns.
• Successful completion of the Jackson Hewitt Tax Knowledge Assessment.

Responsibilities

• Provide expert guidance and prepare accurate tax forms for clients.
• Conduct face-to-face tax interviews and support clients with IRS audits.
• Engage in marketing and business development efforts.

Skills

Customer Service

Communication

Attention to Detail

Interpersonal Skills

Education

PTIN Certification

Job description

Benefits:

• Bonus based on performance

Your Purpose:

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

Tax season can be an emotional time for many Americans, as their tax return is often their largest financial event of the year. Your expertise will help ease their stress and provide exceptional customer service and tax knowledge.

Flexible Schedules Available:

• Day shift
• Night shift
• Weekends
• Weekdays

Are you:

• Someone with gaps in work history or looking to boost skills and resume?
• Someone who has been out of the workforce recently while at home with family?
• Retired and seeking to make an impact?
• Without a college diploma? No problem!
• A Veteran or transitioning military personnel?
• Part of a military family that moves often?
• A stay-at-home parent needing flexible hours?
• A gig worker or seeking additional income?
• Bilingual? Bilingual candidates are highly encouraged to apply!

What you'll do here:

As a Seasonal Experienced Tax Preparer, you will provide expert guidance, explain, prepare, and complete accurate tax forms for clients, including multiyear, multistate, and year-end forms. You will also support clients with IRS audits, complete e-filing, and provide printed copies of returns for review, signing, and submission to IRS and state agencies.

• Conduct face-to-face tax interviews with clients.
• Drive business growth, increase client retention, and promote additional products and services.
• Answer client calls via our national call center routing system.
• Respond to tax-related questions and assist with future tax planning.
• Handle client payments and ensure timely deposits.
• Engage in marketing and business development efforts.
• Support office priorities through teamwork and collaboration.
• Mentor and support teammates, providing guidance and leadership when needed.
• Handle sensitive and confidential information with discretion and professionalism.

Skills you'll bring for success:

• At least 3 seasons of tax experience; experience with friends and family does not count towards this requirement.
• Experience preparing individual, trust, and/or partnership tax returns.
• A passion for providing exceptional customer service.
• Excellent communication and interpersonal skills.
• Successful completion of the Jackson Hewitt Tax Knowledge Assessment.
• Ability to work efficiently in a fast-paced environment.
• Strong attention to detail and accuracy.
• PTIN Certification: Required.