Seasonal Experienced Tax Preparer

Jackson Hewitt Tax Service Inc.; California; On-site; USD 21,000 - 34,000; Part time

Benefits offered by this job

Flexible scheduling

Seasonal work

Return each tax season

Supplemental income

Job summary

Jackson Hewitt Tax Service Inc. is seeking a Seasonal Experienced Tax Preparer to help clients navigate federal and state tax requirements. You will prepare returns, answer questions, and provide professional service in a fast-paced tax-season environment at our in-office locations.

We offer flexible scheduling across days, evenings, and weekends. This role is ideal for experienced preparers needing supplemental income or wanting to work around other commitments, with opportunities to mentor

Qualifications

• Two or more tax seasons of previous tax preparation experience.
• Experience preparing individual federal and state income tax returns.
• Experience with self-employment, rental, investment, multistate, partnership, or trust returns is a plus.
• Strong understanding of tax preparation procedures and documentation requirements.
• Excellent customer-service, communication, and interpersonal skills.
• Strong attention to detail and accuracy.
• Ability to work effectively in a fast-paced tax-season environment.
• Comfortable working with tax preparation software and other computer applications.
• Successful completion of the Jackson Hewitt Tax Knowledge Assessment.
• Valid IRS Preparer Tax Identification Number (PTIN).
• Tax planning and IRS/state notice experience preferred.
• CPA or Enrolled Agent credential is a plus.
• Bachelor's degree in accounting, finance, business, or a related field is helpful but not required.

Responsibilities

• Conduct face-to-face tax interviews with clients.
• Prepare accurate federal and state individual income tax returns.
• Prepare more complex returns based on your level of experience and training.
• Review client documentation and identify additional information needed to accurately complete a return.
• Explain tax returns, filing requirements, refund or balance-due information, and other tax matters to clients.
• Answer tax-related questions and provide basic tax planning guidance when appropriate.
• Complete electronic filing and obtain required client signatures and authorizations.
• Assist clients with IRS and state notices and provide audit support when appropriate.
• Follow up with clients regarding incomplete or pending tax returns.
• Answer incoming client calls through our call-routing system.
• Assist with client retention, referrals, and business-development efforts.
• Process client payments and follow established office procedures.
• Support office priorities through teamwork and collaboration.
• Mentor and assist less-experienced tax preparers when appropriate.
• Maintain strict confidentiality of sensitive client and company information.

Job description

Benefits

• Opportunity to return each tax season
• Tax knowledge and training
• Seasonal supplemental income
• Flexible scheduling

Seasonal Experienced Tax Preparer

Your Purpose

At Jackson Hewitt, we provide an invaluable service by helping our clients navigate tax laws, filing requirements, and the tax preparation process. We do this with integrity, accuracy, consistency, and a commitment to outstanding customer service.

Preparing a tax return is much more than filling out forms. For many clients, their tax return is one of the most important financial events of the year. Our job is to make the process easier, reduce their stress, and provide knowledgeable guidance they can trust.

As a Experienced Tax Preparer, you will play an important role in helping our clients while contributing to the success of our locally owned Jackson Hewitt offices.

Flexible Schedules Available

Looking for seasonal work, a second job, or an opportunity to supplement your income? We offer flexible scheduling and will work with experienced preparers around other employment, family responsibilities, and existing commitments.

Available Schedules May Include

• Days
• Evenings
• Weekdays
• Weekends
• Full-time or part-time seasonal hours

This Position May Be a Great Fit If You Are:

• An experienced tax preparer looking for seasonal work.
• Looking to earn additional income during tax season.
• Working another job and need a flexible schedule.
• Retired or semi-retired and want to continue using your tax and customer-service skills.
• An accounting or tax professional looking for additional seasonal hours.
• A returning tax professional who enjoys working directly with clients.
• A military spouse or member of a military family looking for seasonal employment.
• Bilingual - bilingual candidates are highly encouraged to apply.

What You'll Do

As a Seasonal Experienced Tax Preparer, you will prepare accurate federal and state income tax returns while providing knowledgeable, professional service to our clients.

Depending on your experience, returns may include prior-year, multistate, self-employed, rental, investment, business, partnership, and trust tax matters.

Responsibilities Include

• Conduct face-to-face tax interviews with clients.
• Prepare accurate federal and state individual income tax returns.
• Prepare more complex returns based on your level of experience and training.
• Review client documentation and identify additional information needed to accurately complete a return.
• Explain tax returns, filing requirements, refund or balance-due information, and other tax matters to clients.
• Answer tax-related questions and provide basic tax planning guidance when appropriate.
• Complete electronic filing and obtain required client signatures and authorizations.
• Assist clients with IRS and state notices and provide audit support when appropriate.
• Follow up with clients regarding incomplete or pending tax returns.
• Answer incoming client calls through our call-routing system.
• Assist with client retention, referrals, and business-development efforts.
• Process client payments and follow established office procedures.
• Support office priorities through teamwork and collaboration.
• Mentor and assist less-experienced tax preparers when appropriate.
• Maintain strict confidentiality of sensitive client and company information.

Skills You'll Bring for Success

• Two or more tax seasons of previous tax preparation experience.
• Experience preparing individual federal and state income tax returns.
• Experience with self-employment, rental, investment, multistate, partnership, or trust returns is a plus.
• Strong understanding of tax preparation procedures and documentation requirements.
• Excellent customer-service, communication, and interpersonal skills.
• Strong attention to detail and accuracy.
• Ability to work effectively in a fast-paced tax-season environment.
• Comfortable working with tax preparation software and other computer applications.
• Successful completion of the Jackson Hewitt Tax Knowledge Assessment.
• Valid IRS Preparer Tax Identification Number (PTIN).
• Tax planning and IRS/state notice experience preferred.
• CPA or Enrolled Agent credential is a plus.
• Bachelor's degree in accounting, finance, business, or a related field is helpful but not required.

Why Work With Us?

• Flexible seasonal scheduling
• Full-time or part-time hours
• Opportunity to supplement your income
• Ability to work around another job or existing commitments
• Opportunity to return each tax season
• Use and expand your tax knowledge
• Work directly with clients and make a meaningful difference
• Opportunities to mentor newer tax preparers and take on additional responsibility

Locations

• North Topeka, Kansas
• Central Topeka, Kansas
• Holton, Kansas
• Junction City, Kansas
• Manhattan, Kansas

This is an in-office position and is not remote.

Working at Jackson Hewitt

Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.

Taxes are fun (really!)

Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.

PTIN Certification: Yes

By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.