Experienced Tax Preparer

Job summary
Provide expert guidance and support to clients in tax-related mattersHandle tax preparation, IRS audit support, and E-filingConduct face-to-face tax interviews and provide exceptional customer service
Job seniority: mid-to-senior level
Responsibilities
• Explain, prepare, and complete accurate tax-related forms for clients• Handle multiyear, multistate, and year-end tax forms• Provide clients with IRS audit support• Complete E-filing and submit forms to IRS and state agencies• Conduct face-to-face tax interviews with clients• Generate business growth and increase client retention• Answer client calls and tax-related questions• Process clients' payments and ensure timely deposits• Contribute to marketing and business generation efforts• Support office priorities through teamwork and collaboration• Mentor and support teammates when needed
Requirements
• 2+ seasons of previous tax experience• Experience completing individual, trust, &/or partnership tax returns• Passion for providing extraordinary customer service• Excellent communication and interpersonal skills• Successful completion of the Jackson Hewitt Tax Knowledge Assessment• Experience working in a fast-paced environment• Strong attention to detail and accuracy• Bachelor's degree in accounting or related field preferred• Field Instructor, Remote Support, or Call Center certification a plus• Tax planning and audit support experience preferred• CPA or Enrolled Agent license is a bonus• PTIN Certification: Yes
Key Skills Needed
• Expert tax knowledge• Accurate tax form preparation• IRS audit support• Exceptional customer service• Communication and interpersonal skills• Fast-paced work• Attention to detail and accuracy• Accounting or related field knowledge• Field Instructor, Remote Support, or Call Center certification• Tax planning and audit support experience• CPA or Enrolled Agent license