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Tax Professional

2 months ago

Connellsville, Pennsylvania, United States Jackson Hewitt Tax Service Full time
Job Description

Job Title: Tax Professional

Job Summary:

We are seeking a highly skilled Tax Professional to join our team at Jackson Hewitt Tax Service. As a Tax Professional, you will be responsible for providing exceptional customer service and tax preparation services to our clients.

Key Responsibilities:

  • Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques.
  • 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.
  • 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. 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).

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
  • Experience preferably in sales, service and tax preparation
  • PTIN (Preparer Tax Identification Number) required
  • Good communication, interpersonal and customer services 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 Qualifications:

  • 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
  • Enrolled Agent (EA) certification