Experienced Tax Preparer

Jackson Hewitt; Village of Valley Stream (NY); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking Seasonal Experienced Tax Preparers to provide expert guidance in navigating complex tax codes. This role is vital in helping clients during a critical financial period, ensuring accurate tax preparation and exceptional customer service. With flexible schedules available, this position welcomes individuals from various backgrounds, including those looking to break into the tax industry or seeking a second income. Join a supportive team dedicated to making a positive impact on clients' lives while enhancing your own skills and experience in the tax field.

Qualifications

• 2+ seasons of tax experience required.
• Bachelor's degree in accounting preferred.

Responsibilities

• Prepare and complete accurate tax forms for clients.
• Provide IRS audit support and ensure proper e-filing.
• Mentor and support teammates, potentially acting as a lead.

Skills

Tax Preparation Experience

Customer Service

Communication Skills

Attention to Detail

Tax Planning

Education

Bachelor's Degree in Accounting

PTIN Certification

Job description

Job Description: Seasonal Experienced Tax Preparer

At Jackson Hewitt, we provide invaluable guidance to our clients through complex tax codes, rules, and processes with integrity, quality, and consistency. Our role is critical in helping taxpayers, especially during the most financially significant and often emotional event of the year. We aim to ease their stress by offering expert customer service and tax knowledge, embodying our mission: "Working Hard for the Hardest Working Americans".

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?
• Out of the workforce recently, caring for family?
• New to the workforce or limited experience but eager to learn?
• Retired and want to make an impact?
• Without a college diploma? No problem!
• A Veteran or transitioning military personnel?
• Part of a military family that moves often?
• Recent college graduate or current student?
• Stay-at-home parent needing flexible hours?
• Gig worker or seeking a second income?
• Bilingual? Bilingual candidates are highly encouraged to apply!

What you'll do here:

• Provide expert guidance, explain, prepare, and complete accurate tax forms for clients, including multiyear, multistate, and year-end forms.
• Offer IRS audit support and ensure proper e-filing, printing, signing, and submission of returns.
• Conduct face-to-face tax interviews.
• Drive business growth, enhance client retention, and promote additional services.
• Answer client calls and questions promptly, offering tax planning advice.
• Process client payments and ensure timely deposits.
• Engage in marketing and business development efforts.
• Support team objectives through collaboration and teamwork.
• Mentor and support teammates, potentially acting as a lead.
• Handle sensitive and confidential information responsibly.

Skills you'll bring for success:

• At least 2 seasons of tax experience.
• Experience with individual, trust, and/or partnership tax returns.
• Passion for exceptional customer service.
• Strong communication and interpersonal skills.
• Successful completion of Jackson Hewitt Tax Knowledge Assessment.
• Ability to work in a fast-paced environment.
• High attention to detail and accuracy.
• Bachelor's degree in accounting or related field (preferred).
• Additional certifications such as Field Instructor, Remote Support, or Call Center are a plus.
• Experience with tax planning and audit support is preferred.
• CPA or Enrolled Agent license is a bonus.
• PTIN Certification required.