Tax Preparer Trainee - Flexible Schedule & Training

Jackson Hewitt Inc.; Mechanicsville (AL); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Training

Competitive salary

Employee discounts

Flexible schedule

Job summary

Jackson Hewitt Inc. is seeking a Seasonal Entry Level Tax Preparer to guide clients through tax forms, explain processes, and complete accurate tax filings. You’ll interview clients, prepare returns, and provide IRS audit support while promoting additional services and products.

The role offers flexible schedules (day/night/weekends) and requires a willingness to learn; prior tax experience is a plus, with PTIN certification required.

Qualifications

• Face-to-face tax interviews and client service.
• Complete and review tax returns accurately.
• Basic computer and math skills; familiarity with tax software.
• Bachelor’s degree in Accounting or related field is a plus.

Responsibilities

• Conduct face-to-face tax interviews with clients.
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS audit support.
• Complete all related tax forms in accordance with policies, and in compliance with legislation and regulations.
• Collection and processing of clients’ payments while ensuring timely deposits.
• Marketing and business generation efforts.
• Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion.
• Answer client calls via our national call center routing system.
• Answer questions and provide future tax planning to clients.
• Resolve client complaints or refer situations to the supervisor for resolution.
• Support office priorities through teamwork and collaboration.

Skills

Customer service

Communication

Fast-paced environment

Basic computer skills

Math skills

Sales/marketing experience

Accounting/finance background

PTIN Certification

Education

Bachelor’s degree in Accounting or related field

Job description

Jackson Hewitt Inc. is seeking a Seasonal Entry Level Tax Preparer to guide clients through tax forms, explain processes, and complete accurate tax filings. You’ll interview clients, prepare returns, and provide IRS audit support while promoting additional services and products.

The role offers flexible schedules (day/night/weekends) and requires a willingness to learn; prior tax experience is a plus, with PTIN certification required.