- Bonus based on performance
- Competitive salary
- Dental insurance
- Donation matching
- Health insurance
- Paid time off
- Vision insurance
- Wellness resources
- 401(k) matching
- Employee discounts
This role is responsible for prospecting, generating and nurturing leads among independent tax preparers (Firms – EROs) to facilitate the acquisition of their practices, leading due diligence efforts during company owned acquisitions, while also supporting franchisees in expanding their businesses through strategic acquisitions and business development needs.
This position can be remote; however, candidates within commuting distance to Sarasota, FL office will be given preference. Employees in the Sarasota office are hybrid with a Tuesday - Thursday in-office model.
- Proactively identify, contact, and develop relationships with independent EROs, especially those seeking exit strategies or business migration.
- Build and maintain a comprehensive independent ERO database, tracking trends, ownership, and contact information over multiple years.
- Score and prioritize independent EROs for acquisition or partnership, aligning with footprint growth strategies.
- Collaborate with franchisees and company owned field leadership to identify acquisition targets and support the expansion within defined territories.
- Coordinate with internal teams to leverage analytics and support footprint optimization efforts (e.g., analyzing independent ERO data by state, identifying sizable opportunities).
- Drive acquisitions in high-priority markets aligned with strategic footprint planning, collaborating closely with internal teams to target pre-determined growth areas.
- Support process mapping, best practices, and tools set-up as needed, though the main emphasis is on pipeline development, sales and relationship-building.
- Bachelor’s degree, or equivalent related business experience required.
- Strong sales acumen and proactive outreach skills; ability to "hustle" and plant seeds for long-term growth.
- 3+ years of experience in the tax preparation industry, with demonstrated familiarity with ERO operations and the independent tax preparation landscape; however, 5+ years of experience is preferred and will be given preference.
- 3+ years of experience in the retail financial services industry.
- 3+ years of experience in acquisitions, business development, or deal-making inclusive of negotiation, financial review, and closing.
- Analytical ability to interpret ERO data to prioritize targets and inform territory strategy.
- Strong prospecting and relationship-building skills; comfortable initiating and sustaining outreach across a large, distributed target market.
- Experience working cross-functionally with legal, finance, field operations and franchise teams
- Proficiency with various software programs including Excel, PowerPoint, and ESRI; CRM / Fran Connect experience helpful.
- 30% to 40% travel required.
- Competitive Salary + Bonus
- Unlimited Paid Time Off + 12 Paid Holidays
- 401k + Match
- Medical, Dental, and Vision
- Pet Insurance
- Company Celebrations and Appreciation Events
- 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
This is a remote position.
Working at Jackson Hewitt
Jackson Hewitt is a national brand with local heart. After 40+ years and our name on over 65 million returns, we’re not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us.
Taxes are fun (really!)
At Jackson Hewitt, we’re proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we’re always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now.
PTIN Certification: Yes
Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
CANDIDATE ACKNOWLEDGEMENT:
Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation.
I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered.
I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process.
By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out.
By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.
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