Customer Service Representative

4 weeks ago

Broken Arrow, Oklahoma, United States Jackson Hewitt Full time

Deliver Exceptional Customer Service

We are seeking a highly skilled and motivated Customer Service Representative to join our team at Jackson Hewitt. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, ensuring that their needs are met and exceeded.

Key Responsibilities:

  • Presents the Company's value proposition to clients concerning various company products and services
  • Conducts thorough in-person interviews with potential clients, using the company's proprietary tax software application
  • Delivers exceptional customer service by anticipating customer needs and considering the impact of all decisions/actions on the customer
  • Answers client calls via our national call center routing system
  • Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations
  • Consults tax law reference materials to determine procedures for preparation of atypical returns
  • Answers questions and provides 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

Requirements:

  • Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks in a fast-paced environment
  • Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele
  • High School Degree or equivalent
  • 1+ years experience preferably in sales, service, and tax preparation
  • Good communication, interpersonal, and customer service skills
  • Basic knowledge of computer functions and math required
  • Ability to lift a maximum of 25 lbs
  • Strong attention to detail and accuracy
  • Ability to work under pressure, in a fast-paced working environment

Preferred Certifications:

  • Field Instructor, Remote Support, or Call Center certified
  • Enrolled Agent (EA) certification
  • PTIN Certification: Yes

Disclaimer:

By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee's job application process is specific to that franchisee and will not be communicated to any other entity.

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