Entry Level Tax Preparer

Position Overview

At Jackson Hewitt, we provide an invaluable service guiding our clients through tax codes, rules, and processes with integrity, quality, and consistency. Our mission, Working Hard for the Hardest Working Americans, defines the passion and commitment we bring to easing clients’ stress during what is often their largest financial event of the year. If you are ready to help clients navigate their tax needs with expert customer service and tax knowledge, this role is for you.

Key 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 regulatory requirements.
• Collect and process clients’ payments while ensuring timely deposits.
• Engage in marketing and business generation efforts.
• Furnish taxpayers with sufficient information and advice to ensure accurate tax form completion.
• Answer client calls through our national call center routing system.
• Provide future tax planning advice and resolve client inquiries or escalate as needed.
• Support office priorities through teamwork and collaboration.

Required Qualifications

• Passion for providing extraordinary customer service.
• Excellent communication and interpersonal skills.
• Experience working in a fast-paced environment.
• Basic knowledge of computer functions and math.
• Sales and/or marketing experience.
• PTIN Certification: Yes

Preferred Qualifications

• Experience in accounting, finance, retail, bookkeeping, or tax.
• Bachelor’s degree in Accounting or a related field a plus!

Benefits & Perks

• Flexible Schedules Available:
• Day shift
• Night shift
• Weekends
• Weekdays
• Full-time or Part-time