Tax Resolution Client Advocate

Sarasota, FL, USA ● Virtual Req #17205
Monday, March 6, 2023
Start a career and Get More in Return®. Jackson Hewitt offices are working hard for the hardest working, and we are on a mission to completely change the way our customers engage with their taxes. At Jackson Hewitt, you’ll find work that works for you and adds up. We’ve got flexibility, career development opportunities, and a chance to work in your neighborhood. We’ve got your back, since we are one of the nation’s largest retailers (nearly 6,000 locations). We have a passion for our employees and our customers. We recognize and appreciate our corporate and local office team members are our greatest assets.

At Jackson Hewitt, we are working hard for the hardest working and we are on a mission to completely change the way our customers engage with their personal finances. Jackson Hewitt combines the fun, fast-paced culture of a startup with the scale and reputation of one of the nation’s largest retailers (over 6,000 locations). At Jackson Hewitt we have a passion for our employees and our customers. We recognize and appreciate that our team members are our single greatest competitive advantage. Being an industry leader requires a consistent focus on quality, innovation, performance and results.

 As a TR Client Advocate at Jackson Hewitt, you will be an integral part of growing national business to help clients resolve their tax issues with the IRS. This role will be the client facing representative for our tax resolution services and will interact with our clients on a regular basis to help resolve their tax issues with the IRS.

What you'll do here: 

  • Coordinate tax problem solving solutions for our clients
  • Serve as the point of contact for your clients, communicating important actions, status updates, and needed information with your clients
  • Regularly collaborate with tax preparers, licensed tax professionals, and other team members to timely resolve client tax issues
  • Resolve issues by evaluating options, setting a plan, aligning the plan with the client’s needs, and delivering each step to completion
  • Draft solution-oriented recommendations, strategies and arguments addressing specific clients’ tax issues on a consistent basis.
  • Use strong analytical and problem-solving skills to evaluate and determine the best course of action to resolve client tax issues
  • Manage assigned clients and priorities, and work with other team members to resolve client issues

Skills you'll bring for success:
  • Bachelor’s degree; or experience working in financial services and an Associate degree or high school diploma
  • Tax preparation or tax resolution experience a plus   
  • 2-3 years tax preparation preferred     
  • IRS collection agreement experience is a plus
  • Professional, service-minded demeanor; ability to maintain confidence, friendly, and helpful tone in conversation
  • Excellent problem-solving skills
  • Excellent organizational, written, and communication skills
  • Able to prioritize and manage caseload
  • Strong attention to detail.
  • Self-motivated and able to adapt to change.
  • Proficient and comfortable with computers and computer software

What you'll get if you join us:

  • Competitive Salary + Bonus
  • Unlimited Paid Time Off + 12 Paid Holidays
  • Fidelity 401k + Match
  • Medical, Dental, Vision, EAP, Supplemental, Life, STD, LTD, HSA, FSA, Commuter
  • Wellness activities throughout the year
  • Parental Leave, Elder Care Leave, Volunteer Time Off
  • Education Assistance (Reimbursement) Program
  • Employee Referral Program
  • Pet Insurance
  • Company Celebrations, Appreciation Events, and Team Building
  • Business Casual Dress with Jeans daily
  • Fast-paced, innovative culture with an open and collaborative environment
  • Ample opportunity to develop core and new skillsets and have a stake in your own success
  • Freedom to create your best work and make a visible impact on the organization
  • Opportunities for advancement within the organization  

We appreciate your interest in Jackson Hewitt Tax Service. Jackson Hewitt Tax Service is an equal employment opportunity employer. The Company’s policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, age (40 and over), disability, gender identity, sexual orientation or any other basis protected by applicable federal, state, or local laws. Jackson Hewitt Tax Service also prohibits harassment of applicants or employees based on any of these protected categories. It is also Jackson Hewitt Tax Service’s policy to comply with all applicable state and federal laws respecting consideration of unemployment status in making hiring decisions.

Other details

  • Job Family Finance, Strategy, Tax Resolution
  • Pay Type Hourly
Location on Google Maps
  • Sarasota, FL, USA
  • Virtual