Jackson Hewitt - Oklahoma

Responsibilities
• 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.