Tax Professional
4 weeks ago
Job Summary
At Jackson Hewitt Tax Service, we are seeking a highly skilled Tax Specialist to join our team. As a Tax Specialist, you will be responsible for conducting thorough in-person interviews with potential clients, using our proprietary tax software application. You will also answer client calls via our national call center routing system and complete all related tax forms in accordance with policies and legislation.
Key Responsibilities
- Conduct thorough in-person interviews with potential clients using our proprietary tax software application.
- Answer client calls via our national call center routing system.
- Complete all related tax forms in accordance with policies and legislation.
- Consult tax law reference materials to determine procedures for preparation of atypical returns.
- Answer questions and provide future tax planning to clients.
- Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Research tax-related questions and issues, and respond to clients appropriately and within a timely manner.
- Audit all tax return forms for accuracy and completeness.
- Resolve client complaints, or refer situations to supervisor (as appropriate) for resolution.
- Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele.
Requirements
- Experience preferably in sales, service, and tax preparation.
- PTIN (Preparer Tax Identification Number) required.
- Basic knowledge of computer functions and math required.
- Field Instructor, Remote Support, and Call Center certified.
- 1+ years of experience preferably in sales, service, and or tax preparation.
- Remote Support or Call Center ready certified.
About Us
Jackson Hewitt Tax Service is an equal employment opportunity employer. We are committed to providing a diverse and inclusive work environment. We appreciate your interest in Jackson Hewitt Tax Service and look forward to reviewing your application.
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