Tax Professional/Supervisor Retail Tax Offices- Kettering
Full Time • Kettering - 16955
We are a family owned tax office. We have 5 locations in the Dayton area. We love growing our team with kind folks who are looking for a fun and pleasant place to work, if this is you then please apply!
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: - Experience in the preparation of Schedule C, Schedule D, and Schedule E
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: - Experience in the preparation of Schedule C, Schedule D, and Schedule E
- 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
- Maximize customer service and increase 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
- Follows up with all void/hold tax return clients to persuade them to return to the office and file their tax return
Your employment job responsibilities shall be as follows:
Above all other duties;Tax Preparation is number your number one priority
Assists when needed in scheduling budgeting (saving the company monies in wasting payroll and supplies)
Assists when needed in staffing, productivity, and marketing for various offices within an assigned area..
Assists Franchise owner
Assists in Marketing, developing marketing strategy, plan, and goals, as well as analyzing current campaigns to increase sales.
Assists in recruiting, interviews, and train/support preparers and, upon passing the Tax Preparation Course.
Ensure preparers provide exceptional customer service to the Company's potential and current customers. Coaches, mentors and trains office managers.
Helps establish goals and guides Office Managers to achieve them Manages and monitors overall performance and productivity including but not limited to tax school students, retention rate and recruitment rate, tax returns, discounts, HOLDs, void rates, InMoment reports and NPS scores, company product sales, etc.
Observe tax office staff behaviors and performance reports throughout the day to get a sense of what is happening in each office. Identify any potential issues that may have a negative impact on the customer's experience. Observe tax preparers as they work through the Tax Return Interview process. Listen to the interaction and make certain that all Due Diligence questions are being asked.
Support employees as necessary to address and resolve all questions and issues.
Finalize Time Tracker bi-weekly and approve billable hours.
Schedule and lead manager meetings
Develops and Executes Local Marketing plans & Strategies Manages the implementation of company products and promotions
Communicates and tracks goals
Establishes mandatory training sessions such as Tax Season training and Mid-Season meetings.
Routinely reviews Return Management to verify that tax returns are being processing in a timely manner. Monitor the Red Flag Report per the guidelines established in the Tax Return Compliance Manual and per franchisee guidelines.
Creates and manages weekly schedules to ensure proper staffing rations and implements adjustments due to customer needs.
Supply tax preparers with Jackson Hewitt materials.
Maintain cash balancing (DAS).
Generates and monitors call campaigns Manages the opening and closing of all offices and oversees sick days and tardiness of staff.
Monitors and oversees Client Ticketing System (Our CRM). Assigns tasks for staff and follows through to confirm assignments have been completed.
Head of Tax Research for tax issues and supports staff on client letters and questions.
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: $28.00 - $33.00 per hour
Working at Jackson Hewitt
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.
PTIN Certification: Yes
By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.
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Work-Life Balance
We offer seasonal opportunities and flexible schedules for a variety of positions. That leaves the rest of your time to build out your dreams, grow your skills, spend time with family, and live your life.
Stability
Over 150 million people file taxes every year and more than half use tax services.
Be the Difference
Who knows your community better than you do? Join a team that helps your neighbors with what is likely their most important financial transaction of the year.
Recognition and Appreciation
Jackson Hewitt recognizes top performers through the Tax Pro bonus program and other award drawings.
Jobs with Career Potential
Build your future—and your resume—with skills that don’t age. Get a start in the tax business and build the career you want.
Giving Back
Retail locations are often heavily involved in their local communities and charities.
Celebrating Success
Districts across the nation host conference calls that start with recognition of wins in client satisfaction, returns completed, and other company objectives. At the end of each tax season, teams in each district come together to celebrate the season’s accomplishments.
Transferable Skills
Learning to prepare taxes will benefit you at Jackson Hewitt and beyond.