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Tax Preparer Store Operations Upland, CA

Company: Jackson Hewitt
Location: Upland
Posted on: March 17, 2020

Job Description:

Tax Preparer Store Operations Upland, CAUpland, CA, USAReq #12548Wednesday, March 11, 2020Responsibilities Presents the Companys 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 companys 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 Experience preferably in sales, service and tax preparation PTIN (Preparer Tax Identification Number) and CTEC Cert (CA) required 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 environmentPreferred Qualifications: Field Instructor, Remote Support and Call Center certified 1+ years of experience preferably in sales, service and or tax preparation Remote Support or Call Center ready certified Enrolled Agent (EA) certificationOther details

  • Job Family Store Operations
  • Pay Type Hourly
  • Employment Indicator Seasonal
  • Required Education Certification
  • Job Start Date Friday, November 15, 2019
  • Upland, CA, USA

Keywords: Jackson Hewitt, Upland , Tax Preparer Store Operations Upland, CA, Accounting, Auditing , Upland, California

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