Tax Preparer II Store Operations
We are Jackson Hewitt, Working Hard for the Hardest Working.
In a world where the hardest working Americans are strapped for both time and money, Jackson Hewitt is on a mission to be their advocate. For many clients, the tax return is the most important financial event of the year, and the biggest paycheck many will receive. We want to help them get their maximum refund, faster, and with fewer associated fees.
In a world where human help is increasingly unavailable, we want to be their resource. Our seasonal Tax Preparers stand out as being friendly, attentive, and knowledgeable.
Join a team that is focused on being friendly, attentive, and knowledgeable advocates for our clients. Deliver financial tools that benefit the client while achieving the maximum tax refund, faster, and with fewer associated fees.
Jackson Hewitt offers training (certification by state) related to income tax preparation and the delivery of excellent customer service. Provide support via basic training and/or Call Center support, sales and the delivery of exceptional customer service. 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 business.
Conducts a thorough in-person interview with potential clients, using the company's propriety tax software application. Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer. Answering client calls via our national call center routing system. Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques. Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion. Consults tax law reference materials to determine procedures for preparation of atypical returns. Answers questions and provide future tax planning to clients. Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. Researches tax related questions and issues, and responds to clients appropriately and within a timely manner. Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution Audits all tax return forms for accuracy and completeness (i.e., client signatures). Checks the hold drawer daily and contacts clients for additional information, as necessary, to insure accurate completion of tax returns. Monitors on-site client volume and advises supervisor when additional tax preparers are required. Participates in call campaigns and other marketing activities. Other job duties as assigned.
High School Degree or equivalent. 2-3 years of experience preferably in sales, service and or tax preparation. Remote Support or Call Center ready certified required. Previous experience in tax preparation and filing a plus. Good communication, interpersonal and customer services skills. Basic knowledge of computer functions required. PTIN certification (Preparer Tax Identification Number) Top candidates for this position will have retail experience providing exceptional customer service and performing multiple tasks in a fast paced environment Strong attention to detail and accuracy. Ability to work under pressure, in a fast-paced working environment Ability to lift a maximum of 25 lbs. Compliance with company policies and standards.
We appreciate your interest in Jackson Hewitt Tax Service. Jackson Hewitt Tax Service is an equal employment opportunity employer. The Company's policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, age (40 and over), disability, or any other basis protected by applicable federal, state, or local laws. Jackson Hewitt Tax Service also prohibits harassment of applicants or employees based on any of these protected categories. It is also Jackson Hewitt Tax Service's policy to comply with all applicable state and federal laws respecting consideration of unemployment status in making hiring decisions.