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Jackson Hewitt Tax Service Inc. · 4 months ago

Retail Tax Professional and Office Supervisor- Kettering, OH

Kettering, OH 45440

Full-time

Onsite

Mid, Senior Level

$25/hr - $35/hr

3+ years exp

Jackson Hewitt Tax Service Inc. is a family-owned tax office with multiple locations in the Dayton area, dedicated to creating a pleasant work environment. They are seeking a Retail Tax Professional and Office Supervisor to manage tax preparation and supervise the tax team while ensuring high customer service standards and efficient office operations.

Financial Services

Responsibilities

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

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

Qualification

Tax return preparationPTIN certificationBusiness tax preparationBookkeeping experienceCustomer service skillsCommunication skillsSupervisory experienceTechnology proficiencyCritical thinkingProblem solving

Required

Three years or more of experience in the preparation of individual tax returns, including federal, state, school district, and city income tax returns

Comfortable interviewing clients and completing the tax return while the client is sitting at your desk

Valid PTIN issued by the IRS

High School Degree or equivalent related business experience

Previous tax preparation experience and possess a PTIN (Preparer Tax Identification Number)

One year of previous management or supervisory experience

Proficiency with a variety of computer software applications such as electronic mail, internet browser, Word, Excel, and accounting or tax preparation software

Preferred

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

Bookkeeping experience with books to tax preparation

Experience preparing Business Tax returns for service industry customers

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

Course of study in management or in tax preparation and/or accounting