Customer Service/ Data Entry

About the role

Jackson Hewitt is seeking a responsive recruiter to deliver exemplary customer service and become a tax hero. The role involves advocating for clients, helping them obtain maximum tax refunds faster and with fewer fees, using prescribed selling techniques, conducting in‑person interviews with proprietary tax software, answering client calls via the national call center, completing tax forms in compliance with legislation, consulting tax law references, providing tax planning advice, reviewing financial records, researching tax questions, resolving client complaints, and auditing tax returns for accuracy. The position handles sensitive, confidential information and requires a working knowledge of the business.

Benefits

• Wellness resources
• Bonus based on performance
• Employee discounts
• Flexible schedule

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
• Answers 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)

Required Qualifications

• 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
• High School Degree or equivalent
• 1+ years experience preferably in sales, service and tax preparation
• Good communication, interpersonal and customer service 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
• PTIN Certification

Preferred Certifications

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

Pay

$12.00 - $14.00 per hour