Seasonal Tax Pro: Flexible Schedule & Growth

Jackson Hewitt - 2073

Richmond (VA)

On-site

USD 20,000 - 28,000

Full time

8 days ago
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Benefits offered by this job

Training & development
Employee discounts
Flexible schedule

Job summary

Jackson Hewitt - 2073 seeks a Seasonal Experienced Tax Preparer to guide clients through complex tax codes and complete accurate tax forms. You will conduct face-to-face interviews, assist with multistate and year-end returns, and provide IRS audit support as needed.

You will contribute to client growth, retention, and service quality in a fast-paced environment, with opportunities to mentor teammates and participate in marketing efforts.

Qualifications

  • 2+ seasons of tax experience
  • Experience completing individual, trust, &/or partnership returns
  • Passion for extraordinary customer service
  • Excellent communication and interpersonal skills
  • Successful completion of the Jackson Hewitt Tax Knowledge Assessment
  • Experience in a fast-paced environment
  • Strong attention to detail and accuracy
  • CPA or Enrolled Agent is a bonus
  • PTIN Certification: Yes

Responsibilities

  • Conduct face-to-face tax interviews with clients.
  • Generate business growth, increase client retention, and upsell products and services.
  • Answer client calls via the national call center routing system.
  • Provide tax planning guidance and respond to questions in a timely manner.
  • Process client payments and ensure deposits.
  • Participate in marketing and business development efforts.
  • Support office priorities through teamwork and collaboration.
  • Mentor teammates and act as lead when needed.
  • Handle sensitive and confidential information as part of the role.

Skills

Customer service
Communication
Attention to detail
Tax knowledge
PTIN certification

Education

Bachelor’s degree in accounting or related field preferred
Bachelor’s degree in accounting or related field a plus

Job description

Jackson Hewitt - 2073 seeks a Seasonal Experienced Tax Preparer to guide clients through complex tax codes and complete accurate tax forms. You will conduct face-to-face interviews, assist with multistate and year-end returns, and provide IRS audit support as needed.

You will contribute to client growth, retention, and service quality in a fast-paced environment, with opportunities to mentor teammates and participate in marketing efforts.

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