Case Manager Strategy in Sarasota, FL at Jackson Hewitt

Date Posted: 7/10/2018

Job Snapshot

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 INDUSTRY, WITH A FOCUS ON DELIVERING EXEMPLARY CUSTOMER SERVICE THEN JOIN JACKSON HEWITT!!

Duties/Responsibilities:

  • Interface with multiple clients – excellent customer service mentality necessary as they will be owning the client relationship and ensuring client satisfaction

  • Make outbound verification calls to our existing client base (after sales enrolls them)

  • Collect and scan documents into client’s case file

  • Work with tax preparers in the field to complete delinquent returns

  • Research and develop strategies to defend the taxpayer’s position

  • Ensure security from any collection enforcement to prevent levies

  • Conduct financial analysis of taxpayer’s income, expenses, and assets

  • Assemble documents that will be presented to government agencies

  • Interact with clients, resolution managers, and other departments

  • Prioritize case load and assignments

Education/Experience:

  • 2+ years working in an office environment

  • Excellent organizational, written, and communication skills

  • Proficient and comfortable with computers and new software (ability to learn intuitive tax debt resolution software)

  • Proficient word processor

Perks and benefits:

  • Monthly Performance Bonus

  • 401k + match

  • Medical

  • Dental

  • Vision

  • Paid Time Off + Paid Holidays

  • Education reimbursement

  • Celebrations and snack days

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, 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.

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