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Tax Preparer No Experience
Tax Preparer No ExperienceJackson Hewitt • Sapulpa, OK, US
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Tax Preparer No Experience

Tax Preparer No Experience

Jackson Hewitt • Sapulpa, OK, US
7 days ago
Job type
  • Full-time
Job description

Responsive Recruiter

Jackson Hewitt is looking for someone to deliver exemplary customer service and become someone's tax hero! Join the 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. Jackson Hewitt offers training related to income tax preparation and the delivery of excellent customer service. This position has access to and regularly works with information of a sensitive, highly confidential nature; and regularly deals with diverse matters which require a working knowledge of the business.

Responsibilities include :

  • Presenting the company's value proposition to clients concerning various company products and services and using prescribed selling techniques
  • Conducting a thorough in-person interview with potential clients, using the company's propriety tax software application
  • Delivering exceptional customer service by anticipating customer needs and considering the impact of all decisions / actions on the customer
  • Answering client calls via our national call center routing system
  • Completing all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishing taxpayers with sufficient information and advice to ensure correct tax form completion
  • Consulting tax law reference materials to determine procedures for preparation of atypical returns
  • Answering questions and providing future tax planning to clients
  • Reviewing financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
  • Researching tax-related questions and issues, and responding to clients appropriately and within a timely manner
  • Resolving client complaints, or referring situations to supervisor (as appropriate) for resolution
  • Auditing all tax return forms for accuracy and completeness (i.e., client signatures)
  • This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business

Required qualifications include :

  • 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
  • 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
  • Compensation : $14.00 - $18.00 per hour

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    Tax Preparer • Sapulpa, OK, US

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