Income Tax Preparer

Jackson Hewitt - Macclenny, FL

Full-time | Part-time

Income Tax Preparer 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.
  • Answering 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).
  • 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.

Income Tax Preparer Required Qualifications

  • 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,

Income Tax Preparer 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

Job Types: Full-time, Part-time

Salary: $10.00 /hour

Location:

  • Macclenny, FL (Required)

Shifts:

  • Mid-Day (Required)
  • Evening (Required)
  • Morning (Preferred)

Additional Compensation:

  • Bonuses

Benefits:

  • Flexible schedule

Working days:

  • Monday
  • Thursday
  • Sunday
  • Friday
  • Tuesday
  • Wednesday
  • Saturday

PTIN Certification:

  • Yes

Typical start time:

  • 11AM

Typical end time:

  • 7PM

This Company Describes Its Culture as:

  • Detail-oriented -- quality and precision-focused
  • Team-oriented -- cooperative and collaborative
  • Outcome-oriented -- results-focused with strong performance culture

This Job Is:

  • A good fit for applicants with gaps in their resume, or who have been out of the workforce for the past 6 months or more
  • Open to applicants who do not have a college diploma
  • A job for which all ages, including older job seekers, are encouraged to apply