Future Opening: People Lead

Jackson Hewitt

Chula Vista (CA)

On-site

USD 25,000 - 30,000

Full time

4 days ago
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Benefits offered by this job

Hourly pay
Competitive bonus program
Full-time Seasonal
Flexible Schedule Options
Free Life Insurance
Healthcare options
401k with Company Match

Job summary

Jackson Hewitt is seeking a Seasonal People Lead in Chula Vista, CA to mentor 1st year tax pros and lead training. You will validate tax preparation accuracy, review operational deliverables, and support through Teams, LogMeIn, and in-person mentorship.

This role focuses on guiding a cohort and improving retention while handling sensitive information securely. The position offers a flexible schedule with day/night/weekend shifts, full-time seasonal hours, and opportunities for advancement within

Qualifications

  • 2 seasons of Jackson Hewitt previous tax experience.
  • Experience completing individual tax returns.
  • Passion for providing extraordinary customer service.
  • Excellent communication and interpersonal skills.
  • Successful completion of the Jackson Hewitt Tax Knowledge Assessment.
  • Experience working in a fast-paced environment.
  • Strong attention to detail and accuracy.
  • CPA or Enrolled Agent license is a bonus.

Responsibilities

  • Conduct screenings with prospective tax pros.
  • Generate business growth, increase first year tax pro retention, and offer support to those within your cohort.
  • Proficient in the use of modern technology.
  • Answer tax pro calls via Teams or phone.
  • Answer tax related questions and provide guidance to tax pros in a timely fashion.
  • Support office priorities through teamwork and collaboration.
  • Mentor and support teammates, provide guidance and in some cases act as the lead.
  • This position has access to and regularly works with information of a sensitive, highly confidential nature which requires a working knowledge of the business.

Skills

Jackson Hewitt experience
Tax return experience
Customer service
Communication skills
Attention to detail
EA/CPA bonus

Tools

Teams
LogMeIn

Job description

Benefits:


  • Bonus based on performance

  • Competitive salary

  • Employee discounts

  • Flexible schedule

  • Opportunity for advancement

  • Signing bonus

  • Training & development
    As a Seasonal People Lead , you will be responsible for providing expert guidance and mentorship to 1st year tax pros. You will be facilitating and leading training for all first-year tax pros in your market, assigning additional trainings as needed, validating the accuracy of Tax Preparation of your cohort, reviewing operational deliverables (ie Amex, WFG, NPS), assisting with holds, overrides, voids and discounts, and providing support via Teams, LogMeIn and in person mentorship (as applicable).


Flexible Schedules Available:


  • Day shift

  • Night shift

  • Weekends

  • Weekdays

  • Full-time Seasonal


What you’ll do here:


  • Conduct screenings with prospective tax pros.

  • Generate business growth, increase first year tax pro retention, and offer support to those within your cohort.

  • Proficient in the use of modern technology.

  • Answer tax pro calls via Teams or phone.

  • Answer tax related questions and provide guidance to tax pros in a timely fashion.

  • Support office priorities through teamwork and collaboration.

  • Mentor and support teammates, provide guidance and in some cases act as the lead.

  • This position has access to and regularly works with information of a sensitive, highly confidential nature which requires a working knowledge of the business.


Skills you’ll bring for success:


  • 2 seasons of Jackson Hewitt previous tax experience.

  • Experience completing individual tax returns.

  • Passion for providing extraordinary customer service.

  • Excellent communication and interpersonal skills.

  • Successful completion of the Jackson Hewitt Tax Knowledge Assessment.

  • Experience working in a fast-paced environment.

  • Strong attention to detail and accuracy.

  • CPA or Enrolled Agent license is a bonus.


Perks:


  • Hourly pay competitive bonus program

  • Full-time and part-time positions available

  • Flexible Schedule Options — Work that works for you!

  • Free Life Insurance

  • Work Lotto (Win money for logged shifts)

  • Low-cost benefits (healthcare, dental & vision)

  • Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month)

  • Free identify theft protection

  • Corporate discount program

  • Free tax preparation training and PTIN registration reimbursement

  • Referral bonus opportunities available for referring qualified candidates.

  • Free continuing tax education

  • Enrolled Agent materials and testing reimbursement

  • Discounted Friends and Family tax returns (terms apply)

  • Employee referral program & sign-on bonus for new Tax Preparers (terms apply)

  • Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually)

  • 401k with Company Match (eligible to participate after working the first 1,000 hours)

  • Plus, you’ll work in an innovative culture with an open and collaborative environment, and opportunities for advancement within the organization
    Compensation: $18.00 – $21.50 per hour


Working at Jackson Hewitt

Jackson Hewitt is a national brand with local heart. After 40 years and our name on over 65 million returns, we’re not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us.


Taxes are fun (really!)

At Jackson Hewitt, we’re proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we’re always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now.


^PTIN Certification: Yes^


^Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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