Tax Preparation Support Representative

Job not on LinkedIn

2 days ago

Apply Now

Receive Emails with Similar Jobs

Jackson Hewitt Tax Service Inc.

WebsiteLinkedInAll Job Openings

Finance • B2C • Compliance

Jackson Hewitt Tax Service Inc. is a U. S. -based tax preparation and resolution company that provides year-round tax filing, refund advance loans, tax planning, and IRS representation services through company-owned offices, franchises, and in-store locations (including Walmart), as well as online filing options. It serves individual taxpayers, self-employed clients, and small businesses, offering guarantees (e. g. , Biggest Refund, Lifetime Accuracy) and support for audits, collections, amended returns, and other tax issues. Jackson Hewitt also offers franchise opportunities and hires seasonal and full-time tax professionals.

5001 - 10000 employees

Founded 1983

💸 Finance

👥 B2C

📋 Compliance

📋 Description

• Solutions Oriented, supporting one-call-resolution. • Able to use tools, knowledgebase, and communication skills to effectively research and transmit accurate information with a goal of resolving the Employee’s reason for contact. • Answer questions for both State and Federal returns. • Assist Tax Preparers on how to navigate Jackson Hewitt Proprietary Tax Prep Software through current and prior year system changes. • Assist tax preparers in correction of State and Federal rejects. • Provide knowledge particular to Federal or State code changes such as ACA and the Path Act. • Demonstrate excellent voice quality, inflection and present a professional, courteous, patient demeanor. • Demonstrate the ability to maintain a confident, friendly, and helpful tone in conversation. • Verbally de-escalate and handle difficult Employee situations. • Take ownership in assisting, researching, resolving, or escalating Employee issues. • Able to understand and implement new information and procedures efficiently and professionally. • Able to understand detailed policies and procedures and explain these to the Employee in a manner which is easily understood. • Excellent computer navigation and data entry skills – Agents will utilize multiple systems to access Employee information, research issues, educate and solve the Employee’s reason for contact. • Ability for follow directions and perform the step necessary to resolve the issue. • Ability to work independently and as part of a team. • Ability to learn innovative technology quickly and adapt and tailor solutions to fit the challenge. • Strong Windows 10 experience desired. • Ability to accept and implement Quality and Performance Management Coaching / Feedback. • Will handle and hold secure confidential and sensitive Employee information. • Diligence in accurately documenting Employee records and cases. • May be asked to assist with other program support including email, web chat, co-browse, outbound and other support initiative. Other duties, assignments and specific projects may be assigned at the discretion of executive management.

🎯 Requirements

• High School Diploma or GED required. • Minimum of 2 years of relevant Tax Prep Experience • Proficiency in Profiler preferred. • Proficiency in Microsoft Office, Contact Center applications, quality monitoring tools and applications, center reporting tools and technologies. • Must demonstrate excellent voice quality, inflection and present a professional, courteous, patient demeanor and the ability to maintain a confident, friendly, and helpful tone in conversation. • Bilingual Spanish a plus. • Excellent computer navigation and data entry skills • Proficiency with learning new technology and system applications.

🏖️ Benefits

• Flexible Schedule Options – Work that works for you! • Free Life Insurance • Work Lotto (Win money for logged shifts) • Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month) • Free identify theft protection • Corporate discount program • Free tax preparation training • Referral bonus opportunities available for referring qualified candidates • Free continuing tax education • Enrolled Agent materials and testing reimbursement • Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually) • 401k with Company Match (eligible to participate after working the first 1,000 hours)