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Tax Preparer Job in Lima, Ohio US

Tax Preparer

Jackson Hewitt Tax Service - Lima, OH

Posted: 10/16/2020 - Expires: 11/15/2020

Job ID: 221203558

Job Description

Job Type: Part-Time, Seasonal


  • Presents the Company’s 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 company’s 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) 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 environment

Preferred 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) certification

To Apply: Email your resume to or call (614) 907-3420

Contact Information

(614) 907-3420

Job Summary

Employment Type:
Part Time
Job type:
Regular Employment
Skill Based Partner:
Education Level:
High school graduate
Work Days:
Sun, Mon, Tue, Wed, Thu, Fri, Sat
Job Reference Code
Licenses / Certifications:
Display Recommended WorkKeys®Recommended WorkKeys®:
Applied Math: 4
Graphic Literacy: 5
Workplace Documentation: 5