Team Leader

Jackson Hewitt Tax Service Inc.; Morristown (TN); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Advancement

Training & development

Bonus

Company parties

Competitive pay

Employee discounts

Flexible schedule

Job summary

Jackson Hewitt Tax Service Inc. seeks a Team Leader to supervise seasonal staff across multiple locations in East Tennessee and surrounding areas. You will drive daily operations, oversee tax preparation workflows, and partner with franchisees to maximize efficiency and revenue.

This in-person role offers hands-on leadership, training opportunities, and a path to advancement. A strong background in tax prep, supervisory experience, and proficiency with Excel and tax software are preferred.

Qualifications

• High School degree or equivalent; management or tax prep coursework preferred.
• 1 year of supervisory experience desired; PTIN required.
• Proficiency with Word, Excel, email, internet and tax software.

Responsibilities

• Supervises one or more seasonal hourly staff at locations within a district.
• Coordinates recruiting, interviewing and hiring of seasonal staff when applicable.
• Maximizes customer service and increases sales.
• Performs administrative functions and manages schedules.
• Monitors performance to meet quality standards and deadlines.
• Reviews reports and takes corrective action where needed.
• Maintains filing system for tax returns and client records.
• Follows up with clients to ensure filing at offices.
• Team Leads will assist with tax returns; training provided.

Skills

Team leadership

Supervisory experience

Tax preparation software

Excel

Communication

Driving license

Education

High School Diploma or equivalent

Course in management or tax/accounting

Tools

Tax preparation software

Excel

Accounting software

Job description

Benefits:

• Opportunity for advancement
• Training & development
• Bonus based on performance
• Company parties
• Competitive salary
• Employee discounts
• Flexible schedule

At Jackson Hewitt, and its independently owned and operated franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. The role you play is critical to our success and together we are “Working Hard for the Hardest Working Americans”. This is our mission and it’s a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients.

What you'll do here:

Under general supervision and in accordance with established company policies and procedures, the Team Leader participates in the management activities (staffing, productivity, tax prep work, marketing) for several locations within an assigned district. This position manages the day-to-day activities of seasonal team members assigned to several store locations. Drives the operation at each location to maximize the efficiency of Tax Preparer work and increase revenue and office profitability. This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business.

• Supervises one or more seasonal hourly staff members at a single location or kiosk
• Communicates with the Manager on the status of recruiting, interviewing and hiring of seasonal employees for assigned locations when applicable
• Maximize customer service and increase sales
• Performs administrative functions
• Develops, reviews, approves, and monitors office work schedules and hours worked
• Monitors associate performance to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems
• Reviews productivity reports, discount reports, AAG, and other various reports and takes appropriate action where necessary
• Maintains a comprehensible filing system for filing, acknowledged, rejected and complete tax returns
• Follows up with all void/hold tax return clients to persuade them to return to the office and file their tax return
• Team Leads will also prepare tax returns (training provided, no experience needed)
• Deliver supplies to your locations

Skills you'll bring for success:

• High School Degree or equivalent related business experience
• Course of study in management or in tax preparation and/or accounting preferred
• Previous tax preparation experience and possess a PTIN (Preparer Tax Identification Number)
• One year of previous management or supervisory experience desired
• Proficiency with a variety of computer software applications such as electronic mail, internet browser, Word, Excel, and accounting or tax preparation software
• Valid driver's license and reliable transportation

We are an independently owned & operated franchise with 29 locations in East Tennessee and 7 in & around the Greenville, South Carolina area.

Please note, these are in-person positions, not remote.