Tax Preparer Office Manager at Jackson Hewitt in Mt. Pleasant, Texas

Job Description:

Benefits:

• Employee discounts
• Opportunity for advancement
• Training & development

At Jackson Hewitt, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. The role you play is critical to our success and together we are "Working Hard for the Hardest Working Americans". This is our mission and it's a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients.

What you'll do here:
Under general supervision, your position involves participating in management activities (productivity, tax prep work, marketing) for one office / kiosk. 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.

• Tax Preparation of returns following the Jackson Hewitt ProFiler system while maximizing customer service and increasing sales
• Performs office administrative functions for opening and/or closing procedures
• Perform other daily administrative functions like following up with clients or promos
• Placement of advertising and other signage to promote Jackson Hewitt
• Standing up and engaging with potential clients with marketing materials prescribed by the Franchisee and/or Leader
• May supervise one or more seasonal hourly staff members at a single location or kiosk
• Communicate with the Area Supervisor or Area Manager on the status of potential seasonal employees
• Monitors associate performance to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems
• Reviews goal sheets and other various reports and takes appropriate action where necessary
• If a return is to be voided or put on hold you must reach out to save the return and utilize I am a 10
• Maintains a prescribed uniform filing system for filing acknowledged, rejected, and complete tax returns

• Previous tax preparation experience and possess a PTIN (Preparer Tax Identification Number)
• High School Degree or equivalent related business experience
• Course of study in management or in tax preparation and/or accounting preferred
• One year of previous management or supervisory experience desired
• Proficiency with a variety of basic computer software applications with accounting or tax preparation software