Tax Professional

4 weeks ago

Toledo, Ohio, United States Jackson Hewitt Full time

Job Summary:

The Tax Professional will provide exceptional customer service to clients by guiding them through the tax preparation process, answering questions, and resolving issues in a timely and professional manner. This role is critical to the success of Jackson Hewitt and requires a high level of integrity, quality, and consistency.

Key Responsibilities:

  • Greet clients with a friendly and professional demeanor, engaging in conversation to share information about Jackson Hewitt's services and promotions.
  • Verify and enter customers' personal and Form W-2 information into Jackson Hewitt's proprietary software quickly and accurately.
  • Assist with scheduling tax preparation appointments and monitor client flow at the location, keeping clients engaged during periods of wait time.
  • Monitor client activity and take initiative to answer phones and resolve client issues.
  • Meet set-up deadlines to ensure office locations meet brand/marketing appearance standards in time for office openings.
  • Provide equipment service at Jackson Hewitt locations to assemble, repair, or teardown furniture, computers, tech, or kiosk components using hand tools.
  • Assist in maintaining a clean and inviting workplace, including removal of trash, vacuuming or sweeping, cleaning counters, cleaning glass, etc.
  • Assist leadership in marketing and recruitment efforts, as needed.

Requirements:

  • Good interpersonal and communication skills.
  • Demonstrated ability in working in a high-volume retail environment preferred.
  • Basic knowledge of computer functions required to include setup of office computer systems and the ability to troubleshoot issues.
  • Customer service or sales experience preferred.
  • Reliable transportation and a valid driver's license and insurance are preferred.
  • High School Diploma/GED or equivalent related business experience preferred.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.
  • A comprehensive benefits program.

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