Jackson Hewitt Tax Service Inc.

General Counsel

• Negotiate contracts independently with third parties
• Provide support to Company initiatives involving mergers and acquisitions
• Independently interpret existing agreements and advise on complex situations
• Manage corporate governance matters
• Conduct legal analysis and communicate legal advice
• Leverage and manage outside counsel
• Support special projects of significant importance

Associate General Counsel – Corporate Transactions

Account Manager

• Own the client relationship from onboarding through ongoing service
• Serve as the primary point of contact for bookkeeping clients
• Coordinate onboarding, handoffs, and ongoing delivery with offshore teams
• Ensure a smooth, professional, and responsive client experience
• Act as an entrepreneurial partner in refining and scaling the bookkeeping model
• Receive and qualify leads from field tax preparers
• Contact prospective clients, explain the bookkeeping service, and guide them through enrollment
• Manage client sign-up, billing setup, and ongoing account communication
• Serve as the main point of contact for client questions and light-touch support
• Proactively manage expectations, timelines, and deliverables
• Gather required documents and system access during onboarding
• Prepare clean, complete onboarding packages for offshore bookkeeping teams
• Coordinate client handoffs and ensure offshore teams have the information they need
• Monitor workflow, turnaround times, and service quality across accounts
• Review offshore bookkeeping work, including reconciliations and monthly reports
• Ensure accuracy, completeness, and consistency before delivery to clients
• Deliver final reports and respond to basic client questions
• Handle escalations, missing information, and exceptions
• Identify clients whose needs exceed the MVP offering and flag upsell or transition opportunities
• Identify gaps in processes, templates, and SOPs
• Suggest improvements based on real client interactions and delivery outcomes
• Help refine the operating model as the bookkeeping business evolves

Associate General Counsel – Corporate Transactions

Client Account Manager – Bookkeeping Services