Talent.com
Tax Preparer - No Experience

Tax Preparer - No Experience

Jackson HewittBartlesville, OK, US
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Tax Preparer

Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.

Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.

Benefits :

  • Bonus based on performance
  • Employee discounts
  • Flexible schedule
  • Training & development
  • Wellness resources

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

    • 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
  • 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
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    Tax Preparer • Bartlesville, OK, US

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