Tax Preparer

We are Jackson Hewitt, Working Hard for the Hardest Working.

We have a new Career Opportunity for you to deliver exemplary customer service, and become someone’s tax hero!

Join our 4-person strong team that is focused on being advocates for our clients, and getting them their maximum tax refund, faster, and with fewer associated fees. Stand out as friendly, attentive, and knowledgeable.  

Responsibilities

• Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application.
• Maintains confidentiality and is able to work regularly with sensitive, highly confidential information
• Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer.
• Presents Jackson Hewitt’s brand values to clients
• Describes company products and services with prescribed selling techniques.
• 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,
• 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).
• Checks the “hold” drawer daily and
• Contacts clients for additional information, as necessary, to insure accurate completion of tax returns.
• Monitors on-site client volume
• Advises supervisor when additional tax preparers are required.
• Participates in call campaigns and other marketing activities.
• Other job duties as assigned.

Requirements

• High School Degree or equivalent related business experience. Course of study in tax preparation and/or accounting preferred.
• Previous experience in tax preparation and filing a plus.
• Good communication, interpersonal and customer services skills.
• Basic knowledge of computer functions required.
• Must be able to obtain certification by the state with a PTIN (Preparer Tax Identification Number)
• Top candidates for this position will have retail experience providing exceptional customer service and performing multiple tasks in a fast paced environment.

We are looking forward to reading your application.

By applying to this job, you agree to receive a text message with a link to your profile as well as a text message when an employer has responded to your application.

Jackson Hewitt Tax Service Inc. is the second-largest tax-preparation service in the United States; responsible for preparing over 2 million federal, state, and local income-tax returns each year.

The company is based in Jersey City, New Jersey. It operated more than 6,000 franchised and company-owned locations throughout the United States, including nearly 3,000 located in Walmart stores nationwide.