Client Document Specialist at Jackson Hewitt

Posted in General Business about 3 hours ago.

Type: Full-Time
Location: Sarasota, Florida





Job Description:

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.

If you want to be part of a team that is changing the Tax Debt Resolution industry, with a focus on delivering exemplary client service, then join Jackson Hewitt!! As a Tax Resolution Client Document Specialist at Jackson Hewitt, you will be an integral part of a national business that is helping clients resolve their tax issues with the IRS. This is a remote / work from home position.

What you'll do here:


  • Outreach via phone and email to clients to remind and assist them with uploading or mailing required documents
  • 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 facilitate timely communications with clients
  • Manage assigned clients and priorities, and work with other team members to resolve client issues or overcome obstacles preventing clients from providing their documentation
  • Serve as a back up to the billing coordinator

Skills you'll bring for success:

  • High school diploma or equivalent
  • 1+ year office experience preferred
  • Professional, service-minded demeanor; ability to maintain confidence, friendly, and helpful tone in conversation
  • Attention to detail
  • Self-Starter and able to operate with minimal direction
  • Thrive in fast-paced environment
  • Skilled in computer applications, including Adobe Pro, Microsoft Word, and Excel
  • Excellent problem-solving skills
  • Advanced organizational, written, and communication skills
  • Able to prioritize and manage heavy mail load
  • Self-motivated and able to adapt to change
  • Proficient and comfortable with computers and computer software

Salary / Compensation:


  • Hourly rate: $18.50
  • Annual performance bonus: 10%

What you will 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
  • Innovative culture with an open and collaborative environment
  • Many opportunities 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

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 have a passion for our employees and our customers. We appreciate our corporate and local office team members, and we recognize our employees are our greatest asset. Since we are one of the nation's largest retailers with nearly 5,500 locations, you can be assured we've got your back. Whether you are looking for a side gig, seasonal job, part-time, or full-time Jackson Hewitt has opportunities in its corporate and retail office locations.





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