Tax Preparer Position

We are a family owned tax office. We have five locations in the Dayton area. We love growing our team with kind folks who are looking for a fun and pleasant place to work. MINIMUM QUALIFICATIONS include three years or more of experience in the preparation of individual tax returns, including federal, state, school district, and city income tax returns. You must be comfortable interviewing your client and completing the tax return while the client is sitting at your desk. You must have a valid PTIN issued by the IRS.

The IDEAL candidate will also have one or more of the following qualifications:

• Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns.
• Minimum of 2 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred.
• Bookkeeping experience with books to tax preparation is strongly preferred.
• Experience preparing business tax returns for service industry customers strongly preferred.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Supervises tax team and supports team.
• Communicates with the owner on the status of recruiting, interviewing and hiring of seasonal employees for assigned locations when applicable.
• Maximizes customer service and increases sales.
• Performs administrative functions.
• Develops, reviews, approves, and monitors office work schedules and hours worked.
• Monitors associate performance to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
• Reviews productivity reports, discount reports, AAG, and other various reports and takes appropriate action where necessary.
• Maintains a comprehensible filing system for filing, acknowledged, rejected, and complete tax returns.
• Prints client checks each morning and ensures timely distribution of refund checks.
• Follows up with all void/hold tax return clients to persuade them to return to the office and file their tax return.

Skills you'll bring for success:

• High school degree or equivalent related business experience.
• Course of study in management or in tax preparation and/or accounting preferred.
• Previous tax preparation experience and possess a PTIN (Preparer Tax Identification Number).
• One year of previous management or supervisory experience desired.
• Proficiency with a variety of computer software applications such as electronic mail, internet browser, Word, Excel, and accounting or tax preparation software.

Compensation: $25.00 - $35.00 per hour.

Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.

Taxes are fun (really!)

Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.