Team Leader

Jackson Hewitt Tax Service Inc.; Oak Ridge (TN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Opportunity for advancement

Training & development

Bonus based on performance

Company parties

Competitive salary

Employee discounts

Flexible schedule

Job summary

Jackson Hewitt Tax Service Inc. is seeking a Team Leader to oversee seasonal tax-prep operations across multiple locations in East Tennessee. You will drive performance, manage staff, and ensure quality and customer service.

This in-person role requires supervisory experience, a PTIN, and solid computer skills. You will work under general supervision and help maximize revenue and office profitability.

Qualifications

• 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.
• 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.

Responsibilities

• Supervises one or more seasonal hourly staff members at a single location or kiosk.
• Communicates with the Manager on recruiting, interviewing and hiring of seasonal employees for assigned locations.
• 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 and deadlines.
• Reviews productivity and other reports and takes appropriate action.
• Maintains filing system for tax returns.
• Follows up with clients to encourage filing.
• Team Leads will also prepare tax returns (training provided).
• Deliver supplies to locations.

Skills

Supervisory experience

PTIN

Customer service mindset

Communication

Team leadership

Education

High School Diploma

Management/tax prep coursework

Accounting basics

Tools

Microsoft Word

Excel

Accounting software

Tax preparation software

Email / Internet browser

Job description

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.

Benefits:

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

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.