Tax Administrator Assistant
Jackson HewittAbout the role
This is a seasonal role requiring consistent commitment during the tax season.
Compensation: $19 to $23 Hourly
The working hours 11:30am -7 pm
- Duration: Mid-December through April 16th
Key Responsibilities
This role requires a blend of high-touch client service and diligent administrative coordination:
🤝 Client Service & Communication
- Greets all clients with a friendly and professional demeanor.
- Answer or make calls to clients to address their needs, complaints, or issues, ensuring they feel supported and valued.
- Engage in conversation to share information about our services, products, and promotions, and make sales or recommendations as appropriate.
- Take ownership in assisting, researching, resolving, or escalating customer issues, maintaining a professional and courteous demeanor.
- Respond to client queries via phone, email, or chat in a timely and accurate way.
- Engage in active listening with callers, confirming information and diffusing angry clients as needed.
- Work closely with the Front Desk Manager, assisting in handling and directing all incoming phone calls for all four locations.
- Responsible for managing the appointment scheduler/calendar for all tax appointments, consultations, and drop-offs across all locations.
- Monitor office flow and client activity, taking initiative to answer phones or assist with check distribution when Preparers are occupied.
- Assist with opening and closing procedures of the main office daily.
- Maintain and track the status of tax returns currently being processed, keeping accurate records and file notes.
- Diligently and accurately document customer records and cases using internal software and databases.
- Utilize multiple tools, knowledgebase, and communication skills to effectively research and provide accurate client information.
- Assist in maintaining a clean and inviting workplace, which may include light tidying and cleaning duties.
- Communicate priorities to tax preparers as directed by the Front Desk Manager, ensuring a steady workflow of returns.
- Clearly communicate with preparers regarding outstanding items, notes, and documentation required to complete a return.
We are looking for a highly capable coordinator ready to thrive in a busy, high-volume environment.
- Proven experience in a high-volume administrative, front desk, or coordinator role, preferably in a professional office environment.
- Exceptional phone etiquette, strong communication, and robust customer service skills.
- Strong proficiency in scheduling software and basic office applications.
- Ability to multitask effectively and manage competing priorities across multiple locations with excellent attention to detail.
- A proactive and solutions-oriented approach to problem-solving.
- Must be dependable and punctual to ensure operational coverage.
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 employe
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