Customer Service/ Data Entry

Jackson Hewitt is an industry-leading tax preparation company with nearly 6,000 locations nationwide, including offices in Grove, Claremore, Pryor, and Catoosa. The company provides free tax training and continuing education for preparers, and emphasizes a mission to be advocates for clients, delivering maximum refunds faster and with fewer fees.

Responsibilities

• Present the company’s value proposition to clients concerning various products and services using prescribed selling techniques
• Conduct thorough in-person interviews with potential clients using proprietary tax software
• Deliver exceptional customer service by anticipating customer needs and considering the impact of all decisions on the customer
• Answer client calls via the national call center routing system
• Complete all related tax forms in accordance with policies and in compliance with legislation and regulations
• Furnish taxpayers with sufficient information and advice to ensure correct tax form completion
• Consult tax law reference materials to determine procedures for preparation of atypical returns
• Answer questions and provide future tax planning to clients
• Review financial records such as income statements and documentation of expenditures to determine forms needed
• Research tax-related questions and issues, and respond to clients appropriately and within a timely manner
• Resolve client complaints, or refer situations to supervisor as appropriate for resolution
• Audit all tax return forms for accuracy and completeness (e.g., client signatures)
• Handle sensitive, highly confidential client information regularly

Requirements

• High School Degree or equivalent
• 1+ years experience preferably in sales, service, and tax preparation
• 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 service skills
• Basic knowledge of computer functions and math
• 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
• PTIN Certification required

Preferred Certifications

• Field Instructor, Remote Support, or Call Center certified
• Enrolled Agent (EA) certification

Pay

$10.00 – $15.00 per hour

Benefits

• Responsive recruiter support
• Training & development (free tax training and continuing education)
• Employee discounts
• Flexible schedule
• Various rewards programs

Schedule

Flexible scheduling available