Income Tax Preparer
What an opportunity!
At Jackson Hewitt Tax Service,® we focus on our customers, not just on tax preparation. That’s why we’re seeking people—like you—who can help taxpayers get everything they deserve at tax time. NO EXPERIENCE? NO PROBLEM! With our Comprehensive PAID Tax Training Program you could be ready to prepare taxes by this January.
A valuable skill that you can use— no matter where you go
Once you learn how to prepare individual tax returns, it’s a skill you will always possess—whether you want to bring in some extra income* during tax season or you are looking to prepare taxes for yourself or your friends.
You must have reliable transportation and flexible availability during the tax season. Your paid training will be at our Kalamazoo Office but you will be working in our Three Rivers office during tax season.
Major responsibilities of the position are listed below. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties, assignments and specific projects may be assigned at the discretion of executive management.
- 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.
- Presents the Company’s value proposition to clients concerning various company products and services and uses 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, 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).
- 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 and advises supervisor when additional tax preparers are required.
- Handles customer questions, complaints, and product and service inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one call resolution.
- Participates in call campaigns and other marketing activities.
- Other job duties as assigned.