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Tax Professional
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At Jackson Hewitt Tax Service, we're dedicated to providing exceptional tax preparation services to our clients. As a Tax Preparer, you'll play a crucial role in delivering top-notch customer service and ensuring accurate tax returns.
Key Responsibilities:- Presents the Company's value proposition to clients, utilizing prescribed selling techniques.
- Conducts thorough in-person interviews with potential clients, utilizing the company's proprietary tax software application.
- Delivers exceptional customer service by anticipating client needs and considering the impact of all decisions/actions on the client.
- 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 (i.e., client signatures).
- 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 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.
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, gender identity, sexual orientation, 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.
