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!
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
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
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
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.
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
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