Tax Preparer Store Operations Upland, CA
Company: Jackson Hewitt
Location: Upland
Posted on: March 17, 2020
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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
Keywords: Jackson Hewitt, Upland , Tax Preparer Store Operations Upland, CA, Accounting, Auditing , Upland, California
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