Office Assistant (Finance)

Benefits:

• Employee discounts
• Flexible schedule
• Opportunity for advancement

In a world where the hardest working Americans are strapped for both time and money, Jackson Hewitt is on a mission to be their advocate. For our clients, the tax return is the most important financial event of the year, and the biggest paycheck many will receive. Here at Jackson Hewitt we help our clients in getting their maximum refund faster and with fewer associated fees.

Under general supervision and in accordance with established company policies and procedures, the Office Assistant participates in the daily operations (Helping office operations, recruitment, and returns,) for various offices within an assigned district.

Responsibilities

• Answer and direct phone calls.

• Watch the appointment calendar.

• Monitor employee schedules and timecards.

• Monitor holds, voids and rejected returns.

• Plan meetings and take detailed minutes.

• Write and distribute email, correspondence memos, letters, faxes, and forms.

• Assist in the preparation of regularly scheduled reports.

• Develop and maintain a filing system.

• Assist with operations of the company.

• Act as the point of contact for clients.

• Liaise with executive and senior administrative assistants to handle requests and queries from senior managers.

Skills you'll bring for success:

• High School Diploma/GED or equivalent related business experience.

• Course of study in management or in tax preparation and/or accounting preferred.

• Two years' previous office experience.

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

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