Customer Service/ Data Entry (Finance)
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.
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 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 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 Certifications
- Field Instructor, Remote Support or Call Center certified
- Enrolled Agent (EA) certification
