Tax Preparer No Experience
Jackson Hewitt Tax Service Inc. · Okmulgee, OK · 1 mo ago
Accounting$14–$18/hrFull-time
We need to output HTML fragment with sections: Benefits, Responsibilities, Requirements (or Qualifications), maybe Skills, Pay, Schedule, etc. Must only include sections where posting has real specific content.
Let's parse the posting.
First line: "Benefits Training & developmentWellness resourcesBonus based on performanceEmployee discountsFlexible scheduleWe are hiring in the following cities: Tulsa, Broken Arrow, Bixby, Owasso, Sapulpa, Sand Springs, Glenpool, Okmulgee, and Bartleville***"
It seems they list benefits: Training & development, Wellness resources, Bonus based on performance, Employee discounts, Flexible schedule. Also mention cities.
Then they have a paragraph about Jackson Hewitt, mission, etc.
Then "Responsibilities" heading appears? Actually they have "Responsibilities" then a list of duties.
Then "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" appears twice.
Then "Required Qualifications" heading then list.
Then "Compensation: $14.00 - $18.00 per hour"
Then more about Jackson Hewitt, training, PTIN Certification: Yes, then legal boilerplate about franchisees, etc. We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The legal boilerplate about franchisees is likely to be removed. Also PTIN Certification: Yes maybe keep? It's a qualification? Might be considered a requirement? It says "PTIN Certification: Yes". Could be a requirement. We'll keep as part of Qualifications maybe.
We need to preserve all substantive information, not invent or summarize away detail. Remove duplicated lines.
We need to use for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We must not repeat job title as heading. Not include Job ID.
We need to include a section only when posting has real specific content.
Thus we need sections:
- Benefits: we have list: Training & development, Wellness resources, Bonus based on performance, Employee discounts, Flexible schedule. Also maybe mention cities? That's location info, not a benefit. Could be part of "About the role" maybe? But we have no "About the role" section defined; we could include "About the role" if there is substantive content describing role. The posting includes a paragraph: "We are Jackson Hewitt, Working Hard for the Hardest Working. We have a new Career Opportunity for you to deliver exemplary customer service, and become someone’s tax hero! Join the team that is focused on being advocates for our clients, and getting them their maximum tax refund, faster, and with fewer associated fees. Stand out as friendly, attentive, and knowledgeable. Jackson Hewitt offers training related to income tax preparation and the delivery of excellent 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." That's descriptive about role and company. Could go under "About the role". We'll include that.
- Responsibilities: we have a list of duties after "Responsibilities". We'll extract each bullet.
- Requirements / Qualifications: there is "Required Qualifications" heading then list. Also there is "PTIN Certification: Yes". Also maybe "Ability to lift a maximum of 25 lbs" etc. We'll combine into Qualifications.
- Skills: maybe we can extract from qualifications: Good communication, interpersonal and customer services skills, Basic knowledge of computer functions and math required, Strong attention to detail and accuracy, Ability to work under pressure, etc. Could be separate Skills section but we might combine into Qualifications. The instruction says prefer a few substantive sections over many thin ones. So we could have Benefits, Responsibilities, Qualifications, Pay, Schedule. Also maybe About the role.
- Pay: we have "Compensation: $14.00 - $18.00 per hour". That's specific, so include Pay section.
- Schedule: we have "Flexible schedule" mentioned under benefits, but also maybe schedule info elsewhere? Not specific schedule like full-time/part-time. The only schedule info is flexible schedule. Since we already have Benefits section includes flexible schedule, we might not need separate Schedule section unless we have specific schedule details like "Part-time, evenings, weekends". Not present. So we skip Schedule.
- Skills: we could omit if we put into Qualifications.
Thus sections: About the role, Benefits, Responsibilities, Qualifications, Pay.
We need to use
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We must not repeat job title as heading. Not include Job ID.
We need to include a section only when posting has real specific content.
Thus we need sections:
- Benefits: we have list: Training & development, Wellness resources, Bonus based on performance, Employee discounts, Flexible schedule. Also maybe mention cities? That's location info, not a benefit. Could be part of "About the role" maybe? But we have no "About the role" section defined; we could include "About the role" if there is substantive content describing role. The posting includes a paragraph: "We are Jackson Hewitt, Working Hard for the Hardest Working. We have a new Career Opportunity for you to deliver exemplary customer service, and become someone’s tax hero! Join the team that is focused on being advocates for our clients, and getting them their maximum tax refund, faster, and with fewer associated fees. Stand out as friendly, attentive, and knowledgeable. Jackson Hewitt offers training related to income tax preparation and the delivery of excellent 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." That's descriptive about role and company. Could go under "About the role". We'll include that.
- Responsibilities: we have a list of duties after "Responsibilities". We'll extract each bullet.
- Requirements / Qualifications: there is "Required Qualifications" heading then list. Also there is "PTIN Certification: Yes". Also maybe "Ability to lift a maximum of 25 lbs" etc. We'll combine into Qualifications.
- Skills: maybe we can extract from qualifications: Good communication, interpersonal and customer services skills, Basic knowledge of computer functions and math required, Strong attention to detail and accuracy, Ability to work under pressure, etc. Could be separate Skills section but we might combine into Qualifications. The instruction says prefer a few substantive sections over many thin ones. So we could have Benefits, Responsibilities, Qualifications, Pay, Schedule. Also maybe About the role.
- Pay: we have "Compensation: $14.00 - $18.00 per hour". That's specific, so include Pay section.
- Schedule: we have "Flexible schedule" mentioned under benefits, but also maybe schedule info elsewhere? Not specific schedule like full-time/part-time. The only schedule info is flexible schedule. Since we already have Benefits section includes flexible schedule, we might not need separate Schedule section unless we have specific schedule details like "Part-time, evenings, weekends". Not present. So we skip Schedule.
- Skills: we could omit if we put into Qualifications.
Thus sections: About the role, Benefits, Responsibilities, Qualifications, Pay.
We need to use for each section heading.
Inside each section, use
for prose,
- for lists.
We must not repeat job title.
We must preserve all substantive information: include cities list? Where to put? Could be part of About the role or Benefits? It's location info. Could be a separate section "Locations" but not in allowed headings. Allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. No Locations. So we need to fit location info somewhere appropriate. Perhaps under About the role as part of description: "We are hiring in the following cities: Tulsa, Broken Arrow, Bixby, Owasso, Sapulpa, Sand Springs, Glenpool, Okmulgee, and Bartleville". That is substantive. We'll include that in About the role paragraph.
Also need to include "PTIN Certification: Yes". Where? Could be under Qualifications as a list item.
Also need to include "Training related to income tax preparation and the delivery of excellent customer service." Already in About the role.
Also need to include "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." That appears twice; we should include only once.
Now let's extract responsibilities list:
From text after "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)"
We need to split into list items. Some sentences have periods inside; we can keep as is.
Now qualifications list:
From "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 office visits to promote brand awareness and new clientele
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"
Also "PTIN Certification: Yes". Could be separate.
Now benefits list:
From first line: "Benefits Training & developmentWellness resourcesBonus based on performanceEmployee discountsFlexible schedule"
It seems missing punctuation; we need to parse: Training & development, Wellness resources, Bonus based on performance, Employee discounts, Flexible schedule.
We'll list those.
Now About the role paragraph: combine the descriptive sentences plus location list.
Let's craft:
"We are Jackson Hewitt, Working Hard for the Hardest Working. We have a new Career Opportunity for you to deliver exemplary customer service, and become someone’s tax hero! Join the team that is focused on being advocates for our clients, and getting them their maximum tax refund, faster, and with fewer associated fees. Stand out as friendly, attentive, and knowledgeable. Jackson Hewitt offers training related to income tax preparation and the delivery of excellent 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. We are hiring in the following cities: Tulsa, Broken Arrow, Bixby, Owasso, Sapulpa, Sand Springs, Glenpool, Okmulgee, and Bartleville."
Now Pay section: "
Compensation: $14.00 - $18.00 per hour
" Now we need to ensure we don't include boilerplate: The legal franchisee text, PTIN Certification? We kept PTIN Certification. The rest of legal text about franchisees, application acknowledgment, etc. Must be removed. Also remove duplicated lines: The sentence about sensitive information appears twice; we keep once. Now produce HTML fragment:About the role
...
Benefits
- Training & development
- 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
- 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)
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 office visits to promote brand awareness and new clientele
- 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
- PTIN Certification: Yes
Pay
Compensation: $14.00 - $18.00 per hour
We should not include Schedule section. Check for any leftover boilerplate: We removed franchisee legal text. Also removed "By submitting this form..." etc. Check for any duplicated lines: We kept each responsibility once. Check for any missing substantive info: The phrase "Jackson Hewitt offers training related to income tax preparation and the delivery of excellent customer service." Already in About the role. Good. The phrase "We are Jackson Hewitt, Working Hard for the Hardest Working." included. The phrase "Stand out as friendly, attentive, and knowledgeable