People Lead
Jackson Hewitt - HWQ
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Benefits offered by this job
Job summary
Jackson Hewitt is seeking a Seasonal People Lead to mentor 1st year tax pros, lead training in your market, and ensure accuracy of tax preparation. You’ll coordinate with Teams, oversee holds/overrides, and provide in-person mentorship where applicable.
This role offers flexible schedules, opportunities for advancement, and a competitive compensation package. Seasonal full-time and part-time positions are available with benefits and training support.
Qualifications
- Proven experience preparing individual tax returns.
- Strong customer service and communication skills.
- Attention to detail in a fast-paced environment.
- CPA or Enrolled Agent license is a bonus.
- Mentorship and leadership experience preferred.
Responsibilities
- Mentor and lead training for 1st year tax pros.
- Conduct screenings with prospective tax pros.
- Generate business growth and retention for the cohort.
- Answer tax pro questions via Teams or phone.
- Support office priorities through teamwork and collaboration.
- Oversee holds, overrides, and discounts as applicable.
- Ensure confidentiality of sensitive information.
Skills
Tools
Job description
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).
- Day shift
- Night shift
- Weekdays
- Full-time Seasonal
- 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.
- 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.
- 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)
- Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month)
- Free identify theft protection
- 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
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.
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.
Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation.
I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered.
I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process.
By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out.
By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.
How many years of experience do you have working with Jackson Hewitt? *
How many years of experience do you have serving as a mentor or in a leadership role? *
Will you now or in the future require employer sponsorship for a visa (e.g., H‑1B) or employer participation related to STEM OPT to work in the United States? *
Referral code from a current employee If no code provided, add their name instead.
We offer seasonal opportunities and flexible schedules, including full-time and part-time opportunities, for a variety of positions. That leaves the rest of your time to build out your dreams, grow your skills, spend time with family, and live your life.
Over 150 million people file taxes every year and more than half use tax services. Jackson Hewitt Tax Pros come back year after year, growing their skills and expertise.
With free tax education at all Jackson Hewitt corporate-owned locations, learning to prepare taxes will benefit you at Jackson Hewitt and beyond.
Who knows your community better than you do? Join a team that helps your neighbors with what is likely their most important financial transaction of the year.
Jackson Hewitt corporately owned offices provide several types of bonus opportunities for various roles. Learn more by speaking to a local manager today!
Retail locations are often heavily involved in their local communities and charities.
Jackson Hewitt employees receive a free personal tax return, saving you hundreds!
With a variety of health and financial benefits, Jackson Hewitt offers many benefits to employees free of charge, as well as additional benefit options for purchase. Enjoy discounts and savings, financial counseling, life insurance, work lotto, discount Rx savings, telehealth plans, bonuses, and more!
“Since 2003, I feel I have the support, and that really feels good and helps me strive for success even more.”
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