Seasonal Tax Pro: Expert Prep & Guidance

Jackson Hewitt - 2073; Mount Pocono (PA); On-site; USD 25,000 - 40,000; Full time

Benefits offered by this job

Training & development

Employee discounts

Flexible schedule

Job summary

Jackson Hewitt - 2073 is seeking a Seasonal Experienced Tax Preparer to provide expert guidance, prepare and complete accurate tax forms for clients, including multiyear, multistate, and year-end filings. You will assist with IRS audit support and e-filing, delivering comprehensive service to clients.

The role involves conducting face-to-face interviews, driving growth, and supporting clients through a busy tax season with a strong emphasis on accuracy and customer care.

Qualifications

• 2+ seasons of previous tax experience.
• Experience completing individual, trust, &/or partnership 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.
• Bachelor’s degree in accounting or related field preferred.
• Field Instructor, Remote Support, or Call Center certification a plus.
• Tax planning and audit support experience preferred.
• Bachelor’s degree in accounting or related field a plus.
• CPA or Enrolled Agent license is a bonus.
• PTIN Certification: Yes

Responsibilities

• Conduct face-to-face tax interviews with clients.
• Generate business growth, increase client retention, and offer additional products and services.
• Answer client calls via our national call center routing system.
• Answer tax related questions and provide future tax planning to clients in a timely fashion.
• Collection and processing of clients’ payments while ensuring timely deposits.
• Marketing and business generation efforts.
• Support office priorities through teamwork and collaboration.
• Mentor and support teammates, providing guidance and in some cases acting as a 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

2+ seasons of tax experience

Individual/Trust/Partnership returns

Customer service

Communication skills

Tax Knowledge Assessment completion

Fast-paced environment

Attention to detail

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent license

PTIN Certification

Job description

Jackson Hewitt - 2073 is seeking a Seasonal Experienced Tax Preparer to provide expert guidance, prepare and complete accurate tax forms for clients, including multiyear, multistate, and year-end filings. You will assist with IRS audit support and e-filing, delivering comprehensive service to clients.

The role involves conducting face-to-face interviews, driving growth, and supporting clients through a busy tax season with a strong emphasis on accuracy and customer care.