Tax Preparer I Store Operations- Marshfield

Jackson Hewitt Marshfield, WI
POSITION SUMMARY

Under general supervision and in accordance with established company policies and procedures, the Tax Preparer I performs a variety of activities related to income tax preparation, sales and the delivery of exceptional 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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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. • Answering client calls via our national call center routing system. • 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. • Participates in call campaigns and other marketing activities.

EDUCATION AND EXPERIENCE

* High School Degree or equivalent. • 1-3 years of experience preferably in sales, service and or tax preparation. • Previous experience in tax preparation and filing a plus. • Good communication, interpersonal and customer services skills. • Basic knowledge of computer functions required. • Must be able to obtain certification by the state with a PTIN (Preparer Tax Identification Number) • Top candidates for this position will have retail experience providing exceptional customer service and performing multiple tasks in a fast paced environment

PHYSICAL DEMAND & WORK EFFORT

* Typing, sitting, standing, and walking. • The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during normal performance of job. • Ability to see details at close range (within a few feet of the observer). • Strong attention to detail and accuracy. • Ability to work under pressure, in a fast-paced working environment • Ability to lift a maximum of 25 lbs. • Compliance with company policies and standards. • FLSA Status: Hourly, Non-Exempt