Tax Preparer Store Operations_Verona Rd, Madison

Jackson Hewitt Madison , WI 53706

Posted 3 months ago

At Jackson Hewitt, we are working hard for the hardest working and we are on a mission to completely change the way our customers engage with their personal finances. Jackson Hewitt combines the fun, fast-paced culture of a startup with the scale and reputation of one of the nation's largest retailers (over 6,000 locations).

We have a passion for our employees and our customers. We recognize and appreciate that our team members are our single greatest competitive advantage. Being an industry leader requires a consistent focus on quality, innovation, performance and results.

We're always looking for top performers to add value & make a difference in people's lives.

We offer flexible work schedules and pay based on performance.


  • Presents the Company's value proposition to clients

concerning various company products and services and uses prescribed selling


  • 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


  • 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


  • Consults tax law reference materials to determine

procedures for preparation of atypical returns.

  • Answers questions and provide future tax planning to


  • 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.



  • 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


  • PTIN (Preparer Tax Identification Number) required

  • Good communication, interpersonal and customer services


  • 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




  • 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) certification

We appreciate your interest in Jackson Hewitt Tax Service. Jackson Hewitt Tax Service is an equal employment opportunity employer. The Company's policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, age (40 and over), disability, gender identity, sexual orientation, or any other basis protected by applicable federal, state, or local laws. Jackson Hewitt Tax Service also prohibits harassment of applicants or employees based on any of these protected categories. It is also Jackson Hewitt Tax Service's policy to comply with all applicable state and federal laws respecting consideration of unemployment status in making hiring decisions.

Other details

  • Job Family Store Operations

  • Pay Type Hourly

  • Employment Indicator Seasonal

  • 4613A Verona Rd, 4613A Verona Rd, MADISON, Wisconsin, United States of America

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Tax Preparer Store Operations_Verona Rd, Madison

Jackson Hewitt