Tax Preparer BA4500

POSITION SUMMARY

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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.
• 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.
• Handles customer questions, complaints, and product and service inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one call resolution. 
• Participates in call campaigns and other marketing activities.
• Other job duties as assigned. 

EDUCATION AND EXPERIENCE

• High School Degree, or equivalent related business experience. Course of study in tax preparation and/or accounting preferred.
• 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.

COMPETENCIES

• Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes meeting quality standards for services and evaluation of customer satisfaction. 
• Mathematics — Knowledge of arithmetic and its applications. 
• Economics and Accounting — Knowledge of economic and accounting principles and practices and the reporting of financial data. 
• English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. 
• Computers and Electronics — Knowledge of electronic equipment and computer hardware and software, including applications and programming. 

• Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. 
• Reading Comprehension — Understanding written sentences and paragraphs in work related documents. 
• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. 
• Speaking — Talking to others to convey information effectively. 
• Service Orientation - Actively looking for ways to help people.

• Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences. 
• Written Comprehension — The ability to read and understand information and ideas presented in writing. 
• Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense. 
• Oral Expression — The ability to communicate information and ideas in speaking so others will understand.

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

• Applicant will be enrolled in Jackson Hewitt Tax School
• Online 26 lessons
• Company-paid
• Midterm and Final to be taken in-office
• Completion needed prior to in-office training to commence Mid-November.
• In office training paid minimum wage
• Performance based contract offering to start
• Work schedule to commence December 26, 2019