Tax Preparer Store Operations
Jackson Hewitt
 Madison, WI

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
  • ffice 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

Other details

  • Job Family Store Operations
  • Pay Type Hourly
  • Employment Indicator Seasonal
  • 805 S Park St, 805 S Park St, MADISON, Wisconsin, United States of America