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2013 Tax Preparer Recruiting Toolkit

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Page 1: 2013 Tax Preparer Recruiting Toolkit - Copy

2013Tax Preparer Recruiting

Toolkit

Page 2: 2013 Tax Preparer Recruiting Toolkit - Copy

2013 Tax Preparer Recruiting Toolkit

Table of Contents

Introduction

How to Implement Your Tax Preparer Recruiting Campaign

Exterior Signage

• Window Posters/A-Frame Signs

• Banners

• Window Cling

• Yard Signs

• Lighted Box Signs

Interior Posters

Flyers

• Flyers

• Flyer with Tear-offs

Ads

• Print Ads

• Classified Ads

• Yellow Pages Ad

• Online Ads (job boards)

Direct Mail

• Postcard

Coupons

• Refer-A-Student 3-up Coupon

• Refer-A-Student 2-sided Coupon

• Online Locator Page Coupon

Brochures

• Learn to Prepare Taxes

• Course Offerings

• Recruiting

• Recruiting Bilingual

Miscellaneous

• Easel and Pad Kit

• Certificates

• Post-it Notes

• Door Hanger

• Free Information Seminar Materials (FIS)

- Flyer

- Invitation Postcard

- Thank You Card

Scripts

• Voicemail Scripts

• Radio Scripts

• Live Call Script

Public Relations

• Advertorial

• Press Release

Looking for a marketing piece not included in the list above? Complete and submit an online Advertising Request Form, located in the “Market Your Business” section of JHnet and we’ll create a custom piece just for you.

Page 3: 2013 Tax Preparer Recruiting Toolkit - Copy

2013 Tax Preparer Recruiting Toolkit

Introduction

Welcome to the 2013 Jackson Hewitt® Tax Preparer Recruiting ToolkitHiring the right tax preparers is vital to the success of your business and is the number one factor for increasing customer retention. NHQ has dug into our research to find the types of people who make good candidates for our tax preparer training and this year’s marketing focus reflects on the results of that data.

This year, our Tax School marketing has been drastically retooled to focus on the end result: hiring (and retaining) the best qualified tax preparers that you can.

An Integrated Marketing Strategy to Help You Develop and Recruit the Very Best Tax Preparers The best way to get your message out, is through all of the various mediums within this toolkit—from posters to flyers, call scripts to email blasts, take advantage of everything that is available to create a customized marketing plan that works for you.

This year’s kit has been revamped to create a cohesive year-round look for your offices and, as always, we strongly recommend that you replace outdated messaging with new messaging whenever possible.

State Regulatory RequirementsIn most states, Tax School is regulated by career or proprietary school laws and regulations. If your Tax School is located in a state where these laws and regulations are in effect, your Tax School may need to be licensed or registered to offer tax courses and may also be subject to other requirements relating to facilities, instructor qualifications, tuition-guaranty funds, bonding and advertising. Before enrolling Tax School students, offering a Tax School course or advertising any tax course, please review the laws in your state to ensure that you are aware of these requirements and are operating in compliance with them. For more information, see the State Regulations section on your state’s information page on JHnet or email Jackson Hewitt’s Regulatory Affairs Analyst at [email protected].

If you have questions about the regulatory requirements for operating a Tax School, contact your Field Marketing Manager.

In order to help Creative Services better track the usage of each kit, when you create coupon codes in Coupon Management for any pieces from this kit, please start the description with the letters: SCH

Page 4: 2013 Tax Preparer Recruiting Toolkit - Copy

2013 Tax Preparer Recruiting Toolkit

How to Implement Your Tax Preparer Recruiting Campaign

How to Implement Your Own Tax Preparer Recruiting Campaign The goal of any successful Tax Preparer Recruiting campaign is three-fold:

1. Retain existing quality preparers

2. Enroll candidates into Tax School who want to learn tax preparation

3. Hire the best Tax School students as Tax Pros

This Toolkit offers an assortment of ideas to help you attract and retain quality tax preparers. Here, we’ve outlined a few ways you can use the kit to maximize the effectiveness of your 2013 Tax School.

• ChangeyourExteriorPosters Remove all of your in-season posters and put

up posters that alert people that you’re hiring! Since the new posters have moved away from our trademark in-season red designs, they will certainly catch people’s attention.

• Updateyourvoicemailand/or on-hold messages

Remind callers about Tax School/open positions anytime they call your office. Utilize the scripts on JHnet that will help encourage callers to learn more.

• Attendlocaljobfairs Does your town host a job fair? Make sure

you attend. It’s a great way to connect with people who are looking for a new job opportunity. Arm yourself with informational flyers, brochures and discount coupons to obtain leads. consider rolling out a rewards program for existing employees that “Refer a Preparer” and

• Createa“Refer-a-Preparer”Program Consider rolling out a rewards program for

your existing employees so that they will help you find the best qualified tax preparers for the season. You set the parameters that work best with your business plan and “reward” your employees for every person they refer that you end up hiring.

• Markettoyourtargetaudience Identify people who may be interested in

becoming a tax preparer. For example, try reaching out to active retirees with a postcard mailing sent to a local senior housing complex. Or, leave a stack of flyers geared towards stay-at-home moms at an area nursery, elementary or dance school.

• Workwithyourretailstoremanager If you work exclusively in Walmart or Sears store locations, work closely with your local retail store manager and ask about the possibility of displaying Jackson Hewitt employment posters or distributing flyers in the months leading up to tax season.

These are just a few ideas, but there really is no limit to what you can do to promote your tax school. We’ve provided you with the tools—now customize it to make it work for you. As always, we are here to help in any way you need. Just contact the Marketing Department for more ideas.

Monitoring Your Marketing Efforts You should monitor your Tax School marketing plan to ensure you are getting the results you expected. Routinely monitor your efforts and revise as necessary. If certain tactics are providing the results you expect, continue or increase their usage. If, however, some of your marketing tactics are not yielding the results you want, you should consider revising your plan. Use the Employee Education Marketing Report to view the results of the marketing efforts you’ve entered into Local Promotion Management eService (Note: Ensure that your Recruiter is using Employee Education eService to indicate the marketing tactics that are driving leads into your offices, otherwise this report will not be of use).

Page 5: 2013 Tax Preparer Recruiting Toolkit - Copy

2013 Tax Preparer Recruiting Toolkit

Exterior Signage: Overview

WindowPosters/A-FrameSignsWindow posters are often your first contact with job seekers and are vital in advertising your tax education and career offerings. That’s why it is particularly important that you update your exterior posters this year to generate interest and obtain quality tax preparers and instructors. Exterior posters and A-frame signs may be displayed from July to December (or as long as you are hiring).

Utilize any Tax Preparer Recruiting window poster as an A-Frame sign. Attract pedestirans by placing in high traffic areas such as sidewalks in front of your office. You may even use A-frame signs indoors.

All exterior posters and A-frame signs are available as print-on-demand through RR Donnelley.

BannersBanners offer an eye-catching way to draw potential recruits into your office and promote your open positions. Hang them outside your storefront or display at local schools*, career fairs, etc. All banners are available to order through RR Donnelley.

*Obtain necessary town/company approvals before hanging your banner.

Window ClingWindow Clings are a simple way to announce your upcoming opportunities. Contact Creative Services to order a window cling.

Yard SignsYard signs can be easily placed and removed as your needs change. Place them near roadways to attract the attention of drivers. You can also stand them in grassy or rocky areas around your office. All yard signs are available to be ordered through RR Donnelley.

Yard Signs available:

• Now hiring• Love helping people?• Want to know why I love being a Tax Pro?• This way to a flexible career

Lighted Box Signs (not shown)Lighted box signs draw attention to your office in the evening hours. They can be displayed in your office storefront. Artwork for lighted box signs is available through Creative Services and may be displayed from April 19 to November 30.

Contact Creative Services to order a box sign.

Page 6: 2013 Tax Preparer Recruiting Toolkit - Copy

2013 Tax Preparer Recruiting Toolkit

Exterior Signage: Window Posters

Available to order as print-on-demand through RR Donnelley. 25.125”x39”PosterSelections

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Enrollment in, or completion of, a Jackson Hewitt® Basic Income Tax Course is neither an offer nor a guarantee of employment. Additional training, experience or skills may be required. Class schedules vary by location. Call for details. Most offices are independently owned and operated.

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Enrollment in, or completion of, a Jackson Hewitt® Basic Income Tax Course is neither an offer nor a guarantee of employment. Additional training, experience or skills may be required. Class schedules vary by location. Call for details. Most offices are independently owned and operated.

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An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries.

• Comprehensive training

• FREE continuing tax education*

• Corporate recognition programs

• And more!

work hereand getmore!

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helpingpeople?

We’ve got a great opportunity for YOU!

love

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An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

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Page 7: 2013 Tax Preparer Recruiting Toolkit - Copy

2013 Tax Preparer Recruiting Toolkit

Exterior Signage: Window Posters

Available to order as print-on-demand through RR Donnelley. 25.125”x39”PosterSelections

#0000 #0000

An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

nowhiring!

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your income?

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An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

expertslike you!

we want

000-000-0000An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

flexiblecareer?

need a

000-000-0000An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

want to knowwhy i love being atax pro?

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Stop in and ask me!

An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

lookingfor a jobchange?

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Now hiring!

Page 8: 2013 Tax Preparer Recruiting Toolkit - Copy

2013 Tax Preparer Recruiting Toolkit

Exterior Signage: Banners

Available to order through RR Donnelley.9' x 3' and 6' x 2' Banner Selections

000-000-0000An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

earn extramoney

000-000-0000An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

need a flexiblecareer?

000-000-0000An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

we want expertslike you

000-000-0000An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

we want you!Now hiring! Will train.

000-000-0000An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

love helpingpeople?We’ve got a great opportunity for YOU!

000-000-0000An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

now hiringA new career is waiting for YOU!

9' x 3' #0000 6' x 2' #0000 9’ x 3’ #0000 6’ x 2’ #0000

9’ x 3’ #0000 6’ x 2’ #0000

9’ x 3’ #0000 6’ x 2’ #0000

9’ x 3’ #0000 6’ x 2’ #0000

9’ x 3’ #0000 6’ x 2’ #0000

Page 9: 2013 Tax Preparer Recruiting Toolkit - Copy

2013 Tax Preparer Recruiting Toolkit

Exterior Signage: Window Cling, Hours of Operation

Available on JHnet

36”x36”

8.5”x11”

000-000-0000An Equal Opportunity Employer M/F/D/V. Most o� ces are independently owned and operated.

HIRINGNOW

Most o� ces are independently owned and operated.

1-800-234-1040

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Saturday

Sunday

Page 10: 2013 Tax Preparer Recruiting Toolkit - Copy

2013 Tax Preparer Recruiting Toolkit

Interior Signage: Interior Posters

Our Tax Preparer Recruiting interior signage consists of framed, wall-mounted posters, that highlight the benefits of enrolling in Tax School and/or joining your staff as a tax preparer.

Paired with our exterior signage and other marketing pieces, they are a vital link in your Tax Preparer Recruiting marketing campaign and help to establish your offices for the upcoming tax season.

Interior posters are available to order print on demand through RR Donnelley.

Page 11: 2013 Tax Preparer Recruiting Toolkit - Copy

2013 Tax Preparer Recruiting Toolkit

Flyers

1-800-234-1040 • www.JacksonHewitt.com

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries.

Your Career CAN BE as flexible as YOU!

If you’re looking for a career that really works with your busy schedule,

consider joining the Jackson Hewitt Tax Service® team. Whether you

are looking for full- or part-time opportunities, you’ll love our flexible

scheduling, comprehensive training, employee recognition programs

and FREE continuing tax education.*

Find out more by calling or stopping in today!123 Main Street, City, State • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

LOVE helping PEOPLE?Then you’ll love being a Tax Pro!

At Jackson Hewitt Tax Service®, we focus on our customers, not just on tax preparation. So when you work for us, you can feel

good knowing you’re helping people get everything they deserve at tax time.

Call or stop in to apply.123 Main Street, City, State • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.comJackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries. **Students who successfully complete the Basic Tax Preparation course can apply their completion credits to a current or future degree program at the University of Phoenix® (UOPX). University of Phoenix® is a registered trademark of Apollo Group, Inc. in the United States and/or other countries. Jackson Hewitt® does not register hours/credits with UOPX. Students will need to contact UOPX for application to the university’s Prior Learning Assessment (PLA) process to register hours/credits with UOPX. Additional fees will apply from UOPX.

Attention Tax Preparers!Earn FREE CEs as long as you work with us!*

Plus:Comprehensive training • Earn college credits**

Training on the tax implications of the ACA from an industry expertFull- and part-time opportunities • And more!

Call today—we’re waiting for you!123 Main Street, City, State • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated. *Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries.

We’ve got a great opportunity for YOU!If you’re looking for a career that really works with your schedule, consider

joining the Jackson Hewitt Tax Service® team. Whether you are looking

for full- or part-time opportunities, you’ll love our flexible scheduling,

comprehensive training, employee recognition programs and

FREE continuing tax education.*

Find out more by calling or stopping in today!123 Main Street, City, State • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated. *Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries.

EARN EXTRA MONEY!When you join the Jackson Hewitt Tax Service® team you’ll have comprehensive

training and a support network of over 6,800 offices, nationwide.

Plus:FREE continuing tax education* • Employee recognition programs

Flexible schedules • Full- and part-time opportunitiesAnd more!

Join our team today!123 Main Street, City, State • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries.

Fill your empty nest with a NEW opportunity!

If you’re looking for a career that really works with your schedule, consider joining the Jackson Hewitt Tax Service® team. Whether

you are looking for full- or part-time opportunities, you’ll love our flexible scheduling, comprehensive training, employee recognition programs and FREE continuing tax education.*

Find out more by calling or stopping in today!123 Main Street, City, State • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

NOW HIRING!A New Career is Waiting for YOU!

When you join the Jackson Hewitt Tax Service® team you’ll be part of a company that focuses on helping people keep

more of the money they earn. And, with a nationwide network of over 6,800 offices, you can be sure you’ll get comprehensive

training and the support you need to get started.

Call today—we’re waiting for you!123 Main Street, City, State • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries.

TAXES CAN PAY!When you join the Jackson Hewitt Tax Service® team you’ll have comprehensive

training and a support network of over 6,800 offices, nationwide.

Plus:FREE continuing tax education* • Employee recognition programs

Flexible schedules • Full- and part-time opportunitiesAnd more!

Join our team today!123 Main Street, City, State • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries. **Students who successfully complete the Basic Tax Preparation course can apply their completion credits to a current or future degree program at the University of Phoenix® (UOPX). University of Phoenix® is a registered trademark of Apollo Group, Inc. in the United States and/or other countries. Jackson Hewitt® does not register hours/credits with UOPX. Students will need to contact UOPX for application to the university’s Prior Learning Assessment (PLA) process to register hours/credits with UOPX. Additional fees will apply from UOPX.

We want tax experts like YOU!

At Jackson Hewitt Tax Service®, we provide our clients with quality tax prep and that starts with quality tax preparers. We’re now hiring experienced tax preparers.

Work full- or part-time—our flexible hours work around your busy schedule.

Plus:FREE continuing tax education* • Employee recognition programs

Earn college credits** • Training on the tax implications of the ACA from an industry expert • And more!

123 Main Street, City, State • 000-000-0000

The versatility of flyers makes them a practical and effective marketing tool for you to use to increase leads for Tax School and employment. Whether you choose to mail flyers, hand distribute at local events in your area, display on community bulletin boards or include in marketing collateral pieces, flyers allow you to customize your message to your audience in a cost-effective manner.

Customizable flyers are available to download on JHnet.

For flyers with a Refer-A-Student coupon, contact Creative Services.

8.5" x 11" (Available in black & white)

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2013 Tax Preparer Recruiting Toolkit

Flyers

1-800-234-1040 • www.JacksonHewitt.com

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries.

It’s NEVER TOO LATE to Make a CHANGE!

If you’re looking to try something new, consider joining the

Jackson Hewitt Tax Service® team. Whether you are looking for

full- or part-time opportunities, you’ll love our comprehensive training,

flexible scheduling, employee recognition programs and

FREE continuing tax education.*

Call today—we’re waiting for you!123 Main Street, City, State • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

NOW HIRING!Si Puedes Leer Esto

Then we want you!At Jackson Hewitt Tax Service®, we focus on our customers, not just on tax preparation.

That’s why we’re hiring bilingual preparers—like you—who can help the people in your

neighborhood get everything they deserve at tax time. And, with our comprehensive training

you could be ready to prepare taxes by this January. It’s easier than you think.

Call or stop in to learn more.123 Main Street, City, State • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries.

People ask me why I LOVE working here.

My standard reply? How long have you got!When I joined Jackson Hewitt®, it was like becoming part of a family. 

We love working together and helping each other succeed. Take a look at all the support you get and you’ll realize this is a team you should be part of too.

Flexible scheduling • Full- and part-time opportunities Comprehensive training • FREE continuing tax education*

Sounds good, right? Find out more by calling or stopping in today!123 Main Street, City, State • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries.

People ask me why I LOVE working here.

My standard reply? How long have you got!When I joined Jackson Hewitt®, I became part of a team not just focused

on taxes, but on me too! And, with awards, bonuses and recognition, I know I have everything I need to grow my career.

That’s not all. I always get:

Flexible scheduling • Full- and part-time opportunities Comprehensive training • FREE continuing tax education*

Sounds good, right? Find out more by calling or stopping in today!123 Main Street, City, State • 000-000-0000

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2013 Tax Preparer Recruiting Toolkit

Flyers

5Five fab reasons to work with us!The Jackson Hewitt®

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You Like Helping People.Helping People is How We Built our Business.Taxes can be scary. And, missing out on money you’re entitled to, is even scarier. That’s why our Tax Pros are trained to put clients at ease, digging deep to get them every dollar they’re entitled to get. Seeing them smile when they see their refund amount? Well, that’s just icing on the cake.

You Like Taxes…You REALLY Like Taxes. Cool—So Do We!Calling all tax geeks—it’s okay to like taxes, we certainly do! We have more than 25 years in the tax prep business and our Tax Pro training is second to none. Join our team and you’ll enjoy comprehensive training, free Continuing Education credits as long as you work with us and learn about the Affordable Care Act (ACA) from an Industry expert.

You Want to Work for the Best. We Want to Hire the Best.At Jackson Hewitt®, we know that our Tax Pros are the face of our company. That’s why we make such an effort to train and hire the very best qualified tax preparers we can. From providing the support you need, to making you ready with our comprehensive training, when you succeed, we succeed.

You Need Flexibility. We Offer Flexible Schedules, that Really Fit Into Your Busy Life.Not really a 9 to 5 kind of person? That’s ok. We’ll work around YOUR schedule. Work while the kids are in school, during the evening, on weekends, or a combination of all of the above. We can create a schedule customized just for you.

You Want a Variety of Job Options. We Have More Positions Available Than You Think.Sure, you can be a Tax Preparer, but with more than 6,800 offices across the nation we have openings for: Area Managers/District Managers, Seasonal Area Managers, Office Managers, Tax Education Instructors, Tax Preparer Assistants, Customer Service Assistants, Brand Ambassadors, Receptionists and Local Technology Resources.

What are you waiting for? Give us a call and let’s start paving a path for your future today!

000-000-0000Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

Customizable flyer available to download on JHnet.

8.5" x 11"

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2013 Tax Preparer Recruiting Toolkit

Flyers: Flyer with Tear-offs

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1-800-234-1040 • www.JacksonHewitt.com

We’ve got a great opportunity for YOU!

If you’re looking for a career that really works with your schedule, consider joining the Jackson Hewitt Tax Service® team. Whether you are looking for full- or part-time opportunities, you’ll love our flexible scheduling,

comprehensive training, employee recognition programs and FREE continuing tax education.*

Find out more by calling or stopping in today!123 Main Street, City, State • 000-000-0000

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries.

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2013 Tax Preparer Recruiting Toolkit

Ads: Overview

Print AdsBuying ad space in local and regional publications is an excellent way to market your open positions. Display ads in newspapers allow you to access a large circulation in market-wide daily papers or reach specific geographic areas by placing advertising in regional editions and community newspapers. You can even gear your ads towards a specific demographic by placing ads in particular sections of the newspaper.

Print advertising can also reinforce your broadcast promotions, so consider running print and radio simultaneously for increased brand awareness.

Print ads are available to download on JHnet.

Classified AdsAttract tax preparers to join your team with effective classified advertisements you can run in local newspapers and community publications.

Classified ads are available to download on JHnet.

Yellow Pages Ad

This year-round ad promotes the variety of services offered by your local office, including your annual Tax School. Available on JHnet.

For print, classified or Yellow page ads in other sizes, or with coupons, contact Creative Services.

Online AdsJob boards such as Monster.com and Craigslist are a great way to attract tax preparers. Facebook ads are also another great way to attract attention online.

State Regulatory RequirementsMost states that regulate the operation of Tax School also impose restrictions on how they are marketed and advertised. Moreover, even if local laws and regulations do not specifically regulate Tax School marketing and advertising, as with all marketing, the representations in the materials promoting your Tax School must be truthful and accurate. In addition, you must avoid making any statement that could be interpreted as either direct or implied offer or guarantees of employment as a result of enrolling in or completing a Tax School Course. Please submit a copy of any locally created Tax School marketing materials to the Marketing department for review and approval before you place the ad. Complete the Advertising Approval Form and submit your proposed advertisement via email to [email protected].

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2013 Tax Preparer Recruiting Toolkit

Ads: Print Ads

Available on JHnet.4.25" x 6" Print Ad Selections (For other sizes, with coupons, or black and white, contact Creative Services.)

*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries. Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

Find out more by calling or stopping in today! 123 Street Name, City Name, ST 00000 • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

LookIng foR A Job ChAngE?

Consider becoming a Tax Pro!Whether you are looking for full- or part-time opportunities,

when you join the Jackson Hewitt® team you’ll enjoy our comprehensive training, flexible scheduling, employee recognition programs and FREE continuing tax education.*

*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries. Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

Find out more by calling or stopping in today! 123 Street Name, City Name, ST 00000 • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Looking for Your first “Real” Job?

Consider becoming a Tax Pro!We have the perfect opportunity for recent college graduates.

Whether you are looking for full- or part-time opportunities, when

you join the Jackson Hewitt® team you’ll enjoy our comprehensive

training, flexible scheduling, employee recognition programs and

FREE continuing tax education.*

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

Find out more by calling or stopping in today! 123 Street Name, City Name, ST 00000 • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Retail Employees…Want to Put Your Skills

to Work for You?

Consider joining the Jackson Hewitt® team. Whether you are looking for full- or part-time opportunities, you’ll love

our flexible scheduling, our comprehensive training and the variety of positions available in our offices.

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

Find out more by calling or stopping in today! 123 Street Name, City Name, ST 00000 • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Military Spouses…Looking for a Way to Supplement

Your family’s Income?

Consider joining the Jackson Hewitt® team. Whether you are looking for full- or part-time opportunities, you’ll love

our flexible scheduling, our comprehensive training and the variety of positions available in our offices.

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

Find out more by calling or stopping in today! 123 Street Name, City Name, ST 00000 • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Payroll and Accounting Professionals…

Want to Put Your Skills to Work for You?

Consider joining the Jackson Hewitt® team. Whether you are looking for full- or part-time opportunities, you’ll love

our flexible scheduling, our comprehensive training and the variety of positions available in our offices.

Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

Find out more by calling or stopping in today! 123 Street Name, City Name, ST 00000 • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Real Estate Agents…Looking for a Way to

Supplement Your Income?

Consider joining the Jackson Hewitt® team. Whether you are looking for full- or part-time opportunities, you’ll love

our flexible scheduling, our comprehensive training and the variety of positions available in our offices.

*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries. Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

Find out more by calling or stopping in today! 123 Street Name, City Name, ST 00000 • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

goLdEn YEARS.goLdEn oPPoRTunITY.We’ve got a great way for you to get more out of your retirement. Consider joining the Jackson Hewitt® team.

Whether you are looking for full- or part-time opportunities, you’ll love our comprehensive training, flexible

scheduling, employee recognition programs and FREE continuing tax education.*

*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries. Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

Find out more by calling or stopping in today! 123 Street Name, City Name, ST 00000 • 000-000-0000

1-800-234-1040 • www.JacksonHewitt.com

Stay-at-home Parents… opportunity knocks!

We’ve got a great way for you to earn extra cash while your

kids are at school. Consider joining the Jackson Hewitt® team.

Whether you are looking for full- or part-time opportunities, you’ll

love our comprehensive training, flexible scheduling, employee

recognition programs and FREE continuing tax education.*

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2013 Tax Preparer Recruiting Toolkit

Ads: Classified Ads

Available on JHnet.2.0625" x 4" Classified Ad Selections (For other sizes or with coupons, contact Creative Services.)

1-800-234-1040 • www.JacksonHewitt.com

An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

123 Street NameCity Name, ST 00000

000-000-0000

• Many positions available

• Flexible hoursNow accepting applications!

HelpWanted!

123 Street Name, City Name, ST 00000000-000-0000

Must be fluent in English and Spanish!• earn extra income• Flexible hours• Free continuing tax education*

Now accepting applications!

Wanted:Bilingual income tax preparers!

*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries. An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

1-800-234-1040 • www.JacksonHewitt.com

*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries. An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

1-800-234-1040 • www.JacksonHewitt.com

123 Street Name, City Name, ST 00000000-000-0000

You could earn extra money at tax time!

• Flexible hours• Free continuing tax education* • Learn taxes your way—

online or classroomNow accepting applications!

noW Hiringincome taxpreparers!

1-800-234-1040 • www.JacksonHewitt.com

An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

000-000-0000Franchisee Custom Area

You could earn extra money teaching others how to

prepare income tax returns.Jackson Hewitt® is seeking

experienced individuals to teach our income tax courses. We

offer flexible schedules and an opportunity to earn extra income.

For more information, call

part-timeteacHingopportunities!

1-800-234-1040 • www.JacksonHewitt.com

An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

Wanted:Bilingual instructors

for tax School!

000-000-0000Franchisee Custom Area

You could earn extra money teaching others how to

prepare income tax returns.Jackson Hewitt® is seeking

experienced instructors who are fluent in english and Spanish to teach our income tax courses.

We offer flexible schedules and an opportunity to earn extra income.

For more information, call

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2013 Tax Preparer Recruiting Toolkit

Ads: Yellow Pages Ad

Available on JHnet.Triple Half Column (THC) – 6.1666" x 4.9166"

1-800-234-1040 • www.JacksonHewitt.com*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries.An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

Your Tax Pro, 12 Months a Year!Choose Jackson Hewitt Tax Service® for:• Quality Tax Preparation—Great Value• Reviews of Prior-Year Returns• Answers to Your Tax Questions Office Location................... 000-000-0000Office Location................... 000-000-0000Office Location................... 000-000-0000Office Location................... 000-000-0000Office Location................... 000-000-0000

Office Location................... 000-000-0000Office Location................... 000-000-0000Office Location................... 000-000-0000Office Location................... 000-000-0000Office Location................... 000-000-0000

Contact Creative Services to request any of the following sizes:

Full Page (FP) – 8.25" x 10"

Half Page (HP) – 8.25" x 4.9166"

Double Half Column (DHC) – 4.0833" x 4.9166"

Triple Quarter Column (TQC) – 6.1666" x 2.4166"

Double Quarter Column (DQC) – 4.0833" x 2.4166"

Quarter Column (QC) – 2"º x 2.4166"

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2013 Tax Preparer Recruiting Toolkit

ADS – Online Ad Job Board Ad BASIC FUNCTION: Do you have a passion for helping people and providing the best customer service possible? Then consider working as a Jackson Hewitt® tax preparer. With comprehensive training, flexible work schedules, corporate recognition programs and free continuing tax education as long as you work for us, Jackson Hewitt Tax Service® gives every employee the tools and support needed to succeed. And, tax preparation is an exciting field that is always in demand. As a Jackson Hewitt Tax Pro, you’ll be the face of the Company to each and every client that walks into your office. Our Tax Pros provide outstanding customer service and quality tax preparation, while maintaining all company policies and procedures. This position regularly works with information of a sensitive, highly confidential nature and requires a working knowledge of income taxes. MAJOR RESPONSIBILITIES:

• Greet all clients in a friendly and professional manner; make customers feel welcome and comfortable. • Conduct a thorough in-person tax interview with potential clients, using the Company’s proprietary tax

software application. • Provide details to clients on products and services available to them at the time of the interview. • Complete all related tax forms in accordance with policies and in compliance with legislation and

regulations. • Contact clients for additional information, as necessary, to ensure accurate completion of tax returns. • Audit all tax return forms for accuracy and completeness (i.e. names, identifying numbers, and client

signatures). • Research tax-related questions and issues and respond to clients in a timely manner.

Monitor on-site client volume and advise supervisor when additional tax preparers are required. • Maintain a positive attitude and meet all customer-service standards and productivity levels as set by the

Office Supervisor. • Maintain office image; keep work area neat and clean. • Resolve client complaints and/or work with Supervisor (as needed) to resolve any issues or concerns. • Perform other duties as required. • Obtain and maintain a PTIN and any other professional licensing requirements from the IRS and the state.

JOB REQUIREMENTS: Education: Must have a High School Diploma/GED Equivalent, College Course of study in tax preparation and/or accounting a plus. Experience/Requirements:

Previous experience in tax preparation and filing a plus.

• Candidates without tax experience are welcome to apply, but will be required to enroll in our Tax Course. • Experience candidates can “test out” of our Tax Course with a passing score on the Tax School Aptitude

Test (TSAT). • Must pas the Tax Preparer Readiness Test (TPRT) and all other Jackson Hewitt required courses/modules

prior to preparing taxes. • Good communication and commitment to superior interpersonal and customer service skills • Demonstrated ability to work in a fast-paced business environment • Ability to work flexible hours • Must pass an active PTIN from the IRS

Facebook Ad Please email Creative Services for logo to be used with the ad.

Ads: Online Ads

Contact Creative Services.Job Board Ad

Facebook Ad Please email Creative Services for logo to be used with ad.

SAMPLE

SAMPLE

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2013 Tax Preparer Recruiting Toolkit

Direct/SharedMail:Overview

Direct Mail Postcard

Send a focused mailing, to your target audience, with full-color postcard campaigns available on JHnet. For help with lists, contact your Franchise Service Manager.

Shared Mail (not shown)

Reach the largest number of potential students, while keeping your advertising costs down. Shared mail combines the advertisements of several businesses in one package. Postage is divided among all advertisers in the mailing to keep costs low.

Valassis (not shown)Valassis ShopWise Zone Products are mailed to larger, predetermined geographic areas within a market. The ZIP Code Products are aligned to specific ZIP codes around your offices. Zone Products are less expensive on a cost-per-thousand (CPM) basis. However, the overall cost of a ZIP code mailing may be less because you have more control in limiting the overall quantity mailed.

ValPak® (not shown)ValPak premium color coupons provide a low-cost way to mail to specific markets and demographics.

Contact Creative Services for any shared mail requests.

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2013 Tax Preparer Recruiting Toolkit

Direct Mail: Postcard

Available to order through RR Donnelley.4" x 6" Postcard

We’ve got a great

opportunity for YOU!

If you’re looking for a career that really works with your schedule, consider joining the Jackson Hewitt Tax Service® team. Whether you are looking for full- or part-time opportunities, you’ll love our flexible scheduling, employee recognition programs and FREE continuing tax education.*

*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state regulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries. Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

To learn more, call 1-800-234-1040 or visit www.JacksonHewitt.com

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2013 Tax Preparer Recruiting Toolkit

Coupons: Overview

3-up Coupons

Promote your Refer-A-Student program with customizable 3-up coupons available to download on JHnet.

2-Sided Coupons

One side encourages enrollment in Tax School, the other side promotes your Refer-A-Student program. Customizable coupons are available for download on JHnet.

Online Locator Page Coupon

Online locator page coupons can be customized with your local information or can be created to fit a specific program or promotion you are using to highlight your upcoming Tax School. Contact Creative Services for more information.

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2013 Tax Preparer Recruiting Toolkit

Coupons: Refer-A-Student

Available on JHnet.8.5" x 11" Refer-A-Student 3-up Coupons

*Must be presented by new student at time of course enrollment. Not open to students who enrolled in a Jackson Hewitt® Tax Course in the prior year or any current or former Jackson Hewitt Tax Service® employee. Referral fee paid a� er new student enrolls in course and pays all required fees. Most o� ces are independently owned and operated.

*Must be presented by new student at time of course enrollment. Not open to students who enrolled in a Jackson Hewitt® Tax Course in the prior year or any current or former Jackson Hewitt Tax Service® employee. Referral fee paid a� er new student enrolls in course and pays all required fees. Most o� ces are independently owned and operated.

*Must be presented by new student at time of course enrollment. Not open to students who enrolled in a Jackson Hewitt® Tax Course in the prior year or any current or former Jackson Hewitt Tax Service® employee. Referral fee paid a� er new student enrolls in course and pays all required fees. Most o� ces are independently owned and operated.

1-800-234-1040 • www.JacksonHewitt.com

1-800-234-1040 • www.JacksonHewitt.com

1-800-234-1040 • www.JacksonHewitt.com

GET PAID $00

GET PAID $00

GET PAID $00

through our Refer-A-Student Programwhen you refer a new student to us!*

through our Refer-A-Student Programwhen you refer a new student to us!*

through our Refer-A-Student Programwhen you refer a new student to us!*

Name of Friend ________________________________________________________________________________________________________________

Your Name ____________________________________________________________________________________________________________________

Your Address __________________________________________________________________________________________________________________

Tax Preparer _______________________________________ Employee # ___________________ O� ce# ________ Receipt # ___________________

Call 1-800-234-1040 or visit us at 123 Street Name, City Name, ST 00000

Name of Friend ________________________________________________________________________________________________________________

Your Name ____________________________________________________________________________________________________________________

Your Address __________________________________________________________________________________________________________________

Tax Preparer _______________________________________ Employee # ___________________ O� ce# ________ Receipt # ___________________

Call 1-800-234-1040 or visit us at 123 Street Name, City Name, ST 00000

Name of Friend ________________________________________________________________________________________________________________

Your Name ____________________________________________________________________________________________________________________

Your Address __________________________________________________________________________________________________________________

Tax Preparer _______________________________________ Employee # ___________________ O� ce# ________ Receipt # ___________________

Call 1-800-234-1040 or visit us at 123 Street Name, City Name, ST 00000

7.5" x 3.5" Refer-A-Student 2-sided Coupon

*Must be presented by new student at time of course enrollment. Not open to students who enrolled in a Jackson Hewitt® Tax Course in the prior year or any current or former Jackson Hewitt Tax Service® employee. Referral fee paid after new student enrolls in course and pays all required fees. Most offi ces are independently owned and operated.

1-800-234-1040 • www.JacksonHewitt.com

GET PAID $00 through our Refer-A-Student Programwhen you refer a new student to us!*

Name of Friend ________________________________________________________________________________________________________________

Your Name ____________________________________________________________________________________________________________________

Your Address __________________________________________________________________________________________________________________

Tax Preparer ________________________________________ Employee # _____________________ Offi ce# __________ Receipt # ______________

Call 1-800-234-1040 or visit us at 123 Street Name, City Name, ST 00000

1-800-234-1040 • www.JacksonHewitt.com

Looking for a new career?

We’re currently hiring tax preparers for the upcoming

tax season.No experience? No problem. We offer

comprehensive training, flexible full- and part-time schedules and FREE continuing tax education* as long as you work for us.

Learn to prepare taxes now and you could be ready to earn extra income by January!

It’s easier than you think.

Don’t delay—your future can start NOW!

Call 1-800-234-1040*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state reg-ulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries. Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

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2013 Tax Preparer Recruiting Toolkit

Coupons: Online Locator Page Coupon

Contact Creative Services to customize your locator page online ad.560px x 150px Online Locator Page Coupon

SAMPLE

Page 25: 2013 Tax Preparer Recruiting Toolkit - Copy

2013 Tax Preparer Recruiting Toolkit

Brochures

For more information on Jackson Hewitt® job opportunities, please call:

Now Hiring!

A New Career is Waiting for You!

About Jackson Hewitt®

Jackson Hewitt Tax Service Inc. is an industry-leading provider of full service individual federal and state income tax preparation, with more than 6,800 franchised and company-owned locations throughout the United States, including 2,800 located in Walmart stores nationwide, and more than 400 Sears stores in the United States and Puerto Rico in the 2013 tax season. Jackson Hewitt Tax Service® also offers an online tax preparation product at www.JacksonHewittOnline.com. An Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

To learn more about the many opportunities available to you

at Jackson Hewitt or to locate an office near you, please call:

1-800-234-1040or visit www.JacksonHewitt.com

PlA

CE

STA

MP

HER

E

Si Puedes Leer Esto(and you can read this, too)

then you may have the bilingual skills necessary to work at

Jackson Hewitt®

.

It’s a great opportunity, any way you say it!

About Jackson Hewitt®

Jackson Hewitt Tax Service Inc. is an industry-leading provider of full service individual federal and state income tax preparation, with more than 6,800 franchised and company-owned locations throughout the United States, including 2,800 located in walmart stores nationwide, and more than 400 Sears stores in the United States and Puerto Rico in the 2013 tax season. Jackson Hewitt Tax Service® also offers an online tax preparation product at www.JacksonHewittOnline.com. Most offices are independently owned and operated. an Equal Opportunity Employer M/F/D/V.

To learn more about the many opportunities available to you

at Jackson Hewitt or to locate an office near you, please call:

1-800-234-1040or visit www.JacksonHewitt.com

For more information on Jackson Hewitt® job opportunities, please call:

PLA

cE

STA

mP

HEr

E

About Jackson Hewitt®

Jackson Hewitt Tax Service Inc. is an industry-leading provider of full service individual federal and state income tax preparation, with more than 6,800 franchised and company-owned locations throughout the United States, including 2,800 located in Walmart stores nationwide, and more than 400 Sears stores in the United States and Puerto Rico in the 2013 tax season. Jackson Hewitt Tax Service® also offers an online tax preparation product at www.JacksonHewittOnline.com.

Jackson Hewitt is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

To learn more about the many opportunities available to you

at Jackson Hewitt or to locate an office near you, please call:

1-800-234-1040or visit www.JacksonHewitt.com

For more information on Jackson Hewitt® opportunities, please call:

PLA

CE

STA

MP

HER

E

Expand Your Possibilities!

Take the first step towards your future NOW!

#0000 #0000 #0000

Our series of informative Tax School brochures play a vital role in your marketing and recruiting strategies. Updated annually to contain the most current information available, these focused pieces talk about the benefits of joining our family.

Brochures can be self mailed or used as takeaway pieces and are available to be ordered through RR Donnelley.

3.6" x 8.5" Brochure Selections

Also available: Course Offerings

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2013 Tax Preparer Recruiting Toolkit

Miscellaneous: Overview

Easel and Pad Kit

Tear-off information sheets offer a convenient method for potential students to get information about your Tax School.

Available for download on JHnet.

Certificate of Completion

Official certificate can be awarded to students upon completion of the Basic Tax Preparation Course.

Certificates are customizable and available for download on JHnet.

Post-it Notes

Post-it Notes can be used to encourage enrollment in Tax School.

Contact Creative Services for any post-it notes needed.

Door Hangers

Double-sided door hangers provide a bold method for marketing Tax School.

Available to download on JHnet.

Free Information Seminar Materials

Entice students to enroll in Tax School by hosting Free Information Seminars (FIS) at your office. We give you all the tools you need to get started.

FIS Flyer, Invitation, and Thank You Card are available to download on JHnet. The Window Poster is available to order through RR Donnelley.

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2013 Tax Preparer Recruiting Toolkit

Miscellaneous: Easel and Pad Kit

Available on JHnet. 11" x 17" Easel and Pad Kit

#7570

1-800-234-1040 • www.JacksonHewitt.com Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

Attach Pad Here

Complete a request form for

FREE information!

Looking for a new career? We’re currently hiring tax preparers for the upcoming tax season. No experience? No problem. We offer comprehensive

training, so you could be ready to earn extra income by January!*

Learn online or at one of our neighborhood offices!

taxEs Can pay!

Yes! Please send me FREE information about the Jackson Hewitt® Basic Tax Preparation Course.

Name: __________________________________________________________________________________________

Address: ________________________________________________________________________________________

City: ______________________________________________________ State:____________ Zip: ________________

Daytime Phone #: __________________________________ Cellphone #:________________________________

Email Address: ___________________________________________________________________________________

Tell us why you are interested in Jackson Hewitt’s Basic Tax Preparation Course:

n Learn how to prepare my own taxes n Possible job opportunities with Jackson Hewitt

n Learn how to prepare taxes for friends and family n Continuing Education Credit

Other ___________________________________________________________________________________________

Please mail this easel card to the nearest Jackson Hewitt office. To find the location nearest you, call 1-800-234-1040 or visit us at www.JacksonHewitt.com

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2013 Tax Preparer Recruiting Toolkit

Miscellaneous: Certificates

This certifies that

has successfully compleTed

JacKsoN heWITT® BasIc TaX pRepaRaTIoN couRse

Certificate of Completion

#6803 Rev. 5/13

Date: ____________________________ Location: ______________________________________________________________

CE Credits: 10

Signature: ____________________________________________________________________Date _______________________

Jackson Hewitt Inc. 3 Sylvan Way, Suite 3, Parsippany, NJ 07054

Traditional: G8NJM-T-00046-13-I

Available on JHnet.8.5" x 11"

Other certificates available on JHnet: Certificate of California Tax Preparation Course

Certificate of Oregon Tax Preparation Course

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2013 Tax Preparer Recruiting Toolkit

Miscellaneous: Post-it Notes

Available on JHnet.3" x 3" Post-it Notes Selections

TAX PREPARERS WANTED

No experience necessary

1-800-234-1040www.JacksonHewitt.com

NOW HIRINGWill train!

1-800-234-1040www.JacksonHewitt.com

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2013 Tax Preparer Recruiting Toolkit

Miscellaneous: Door Hanger

Available on JHnet. 3.5" x 8.5" Door Hanger 2-sided

1-800-234-1040 • www.JacksonHewitt.com

*Jackson Hewitt is an IRS approved continuing education provider. All Jackson Hewitt employees in good standing are eligible to receive free education and any necessary CE. At this time the only preparers other than CPAs and Attorneys, who are subject to state reg-ulations, required to receive annual continuing education by the IRS are Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries. Jackson Hewitt® is an Equal Opportunity Employer M/F/D/V. Most offices are independently owned and operated.

If you’re looking for a career that

really works with your schedule,

consider joining the Jackson

Hewitt Tax Service® team.

Whether you are looking for

full- or part-time opportunities,

you’ll love our flexible scheduling,

employee recognition programs

and FREE continuing tax

education.*

Find out more by calling or stopping in today!

NOWHIRING!Will train

1-800-234-1040 • www.JacksonHewitt.com

123 Street NameCity, ST 00000

000-000-0000

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2013 Tax Preparer Recruiting Toolkit

Miscellaneous: FREE Information Seminar

Available on JHnet. 8.5" x 11" Flyer (Also available in black & white)

Free Information

SeminarPlease join us to:• Learn about our Tax School• Preview a portion of an actual course• Examine the course materials• Enroll in one of our classes

Most offices are independently owned and operated.

1-800-234-1040 • www.JacksonHewitt.com

When: Day, Month 00, 2012Time: 00:00 to 00:00

Where: Location Address000-000-0000

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2013 Tax Preparer Recruiting Toolkit

Miscellaneous: FREE Information Seminar

You’re invited to attend a

FREE Information Seminar

to find out about

Jackson Hewitt® Tax School!

You’re invited to attend a

FREE Information Seminar

to find out about

Jackson Hewitt® Tax School!

You’re invited to attend a

FREE Information Seminar

to find out about

Jackson Hewitt® Tax School!

You’re invited to attend a

FREE Information Seminar

to find out about

Jackson Hewitt® Tax School!

Thank You!Most offices are independently owned and operated.

Area for personal message or label

Thank You!Most offices are independently owned and operated.

Area for personal message or label

Thank You!Most offices are independently owned and operated.

Area for personal message or label

Thank You!Most offices are independently owned and operated.

Area for personal message or label

Join Us OnDay, Month 00

00:00PM to 00:00PMJackson Hewitt Tax Service®

123 Street Name City, State, Zip • 000-000-0000

– Get a sneak peak at our Basic Tax Preparation Course –– Preview textbooks and materials –– Register for one of our courses –

Seating is limited—contact us today to reserve your seat!

Most offices are independently owned and operated.

Join Us OnDay, Month 00

00:00PM to 00:00PMJackson Hewitt Tax Service®

123 Street Name City, State, Zip • 000-000-0000

– Get a sneak peak at our Basic Tax Preparation Course –– Preview textbooks and materials –– Register for one of our courses –

Seating is limited—contact us today to reserve your seat!

Most offices are independently owned and operated.

Join Us OnDay, Month 00

00:00PM to 00:00PMJackson Hewitt Tax Service®

123 Street Name City, State, Zip • 000-000-0000

– Get a sneak peak at our Basic Tax Preparation Course –– Preview textbooks and materials –– Register for one of our courses –

Seating is limited—contact us today to reserve your seat!

Most offices are independently owned and operated.

Join Us OnDay, Month 00

00:00PM to 00:00PMJackson Hewitt Tax Service®

123 Street Name City, State, Zip • 000-000-0000

– Get a sneak peak at our Basic Tax Preparation Course –– Preview textbooks and materials –– Register for one of our courses –

Seating is limited—contact us today to reserve your seat!

Most offices are independently owned and operated.

Available on JHnet. 5.5" x 4.25" 4-up Avery Postcards #3263 (Front available with white background.)

Invitation Postcard

Thank You Card

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2013 Tax Preparer Recruiting Toolkit

Scripts

Voicemail MessagesNever miss an opportunity to promote your upcoming Tax School and open positions! Our voicemail scripts let prospective students know about the benefits of enrolling in Tax School and working with us when they place a call to your office.

• Voicemail message script• On-hold script

Available to download on JHnet.

Radio ScriptsTake your Tax School marketing to the local airwaves and reach the greatest number of leads. Radio scripts use approved verbiage to tie in with other marketing collateral for the season.

• 15-second script• 30-second script• 60-second script

Available to download on JHnet.

Live Call ScriptReach out to prospective leads with our live call scripts offered to you through eServices and Servicom. Full service telemarketing can help generate on-the-spot enrollment in Tax School.

Available on JHnet.

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2013 Tax Preparer Recruiting Toolkit

Scripts: Voicemail Messages

Available on JHnet. Voicemail Message: 2013 Tax School

On Hold Voicemail Message: 2013 Tax School

Thank you for calling Jackson Hewitt Tax Service. Our office is currently closed. Ourregular office hours are ______________________________.

Looking for a new career? We’re currently hiring tax preparers for the upcoming tax season. No experience? No problem. We offer comprehensive training, flexible full- and part-time schedules and FREE continuing tax education as long as you work for us.

Don’t delay—leave us your name and number and we’ll get back to you to schedule your interview!

Thank you for calling Jackson Hewitt. Good-bye.

Thank you for calling Jackson Hewitt Tax Service. Please continue to hold and one of our representatives will be with you shortly.

Looking for a new career? We’re currently hiring tax preparers for the upcoming tax season. No experience? No problem. We offer comprehensive training, flexible full- and part-time schedules and FREE continuing tax education as long as you work for us. Ask your Tax Pro about joining the Jackson Hewitt team today!

Thank you for holding. We appreciate your business.Have you scheduled your Mid-Year Tax Review yet? Summer is a great time to spend a few minutes reviewing your current financial situation so you can get a better sense of your overall tax situation. And, knowing how to make mid-year adjustments and take advantage of applicable tax benefits prior to year’s end can prove beneficial for the next tax season. Ask your Tax Pro for more information.

Thank you for holding. A Jackson Hewitt representative will be back on the line to assistyou momentarily.[LOOP]

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2013 Tax Preparer Recruiting Toolkit

Scripts: Radio Scripts

Available on JHnet. Tax School 30-second Script

Looking for a new career? We’re currently hiring tax preparers for

the upcoming tax season. No experience? No problem. We offer

comprehensive training, flexible full- and part-time schedules and

FREE continuing tax education as long as you work for us.

Call for complete details at 1-800-234-1040 or visit us online at

www.JacksonHewitt.com.

Most offices are independently owned and operated.

Other scripts available on JHnet:

Tax School 15-second Script

Tax School 60-second Script

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2013 Tax Preparer Recruiting Toolkit

Scripts: Live Call Script

Available on eServices and Servicom. Tax School Live Call Script

• Introduce yourself to the person that answers the phone and ask to speak with client

• If client isn’t there, ask if there is another number that client can be reached at or thank the

speaker and end call

• If client is available, let him/her know that you are following up on their recent interest in joining

our winning team of tax professionals.

• Let him/her know that when they learn taxes with Jackson Hewitt, they will have all of the skills

needed to become a tax preparer beginning as early as January.

• Let the client know that we offer comprehensive training and support so they’ll have everything

they need to succeed.

• Talk about the idea that he/she may even be able to “join our tax pro team” by working as a

Jackson Hewitt tax preparer during tax season.

• Remind him/her that they can learn tax preparation at a neighborhood Jackson Hewitt office

near where they live; or online— from any Internet computer, but with assistance and support at

a Jackson Hewitt office nearby.

• Ask client if he/she would like to take the next step to learn to prepare taxes

Yes

- Register the student by completing the appropriate paperwork manually- Tell the student that we accept payment by cash, check or credit card and ask which

method of payment he/she prefers- Record method of payment and advise student of procedures for payment by cash, check or

credit card- Verify mailing address information- Thank student and let them know that we are excited to have them enrolled in Tax School

No- Invite him/her to a Free Information Seminar at [location].- Let him/her know that they can see a classroom setting, review class materials, and attend a

15-minute demonstration of a tax class. On-site registration is available if he/she decides the class is right for him/her.

- Register him/her for FIS if interested and confirm date, time and location- If he/she is not interested in attending the FIS, thank him/her for speaking with you and that

you hope they will consider the BTP in the future.

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2013 Tax Preparer Recruiting Toolkit

Public Relations

Advertorial

Utilize your local press to promote Tax School/now hiring with our customizable advertorial for 2013. Personalize with quotations from actual students from prior years. When placing a quote into an advertorial, be sure to obtain written permission, from the student, to use the quote. For the most impact, run advertorial up to four weeks prior to the start of your Tax School.

Available to download on JHnet.

Press Releases

Announce the number of hires you need through local media and radio outlets with our series of approved press releases. When placing a quote into a press release, be sure to obtain written permission to use the quote. Place press releases from August 1 to November 1.

Available to download on JHnet.

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2013 Tax Preparer Recruiting Toolkit

Public Relations: Advertorial

Available on JHnet. Basic Tax Preparation Course Advertorial

We’ve Got a Great Opportunity for You!Take the first step towards your future NOW!

At Jackson Hewitt Tax Service® , we focus on our customers, not just on tax preparation. That’s why we’re hiring people—like you—who can help taxpayers in your neighborhood get everything they deserve at tax time. Plus, with our comprehensive training, you can be sure you’ll get all of the training and support you need to be successful.

Learn Taxes Your Way! Everyone’s learning style is different, so Jackson Hewitt® offers two ways to take our Basic Tax Preparation Course.

Classroom—textbook version, led by an instructor in a Jackson Hewitt office.

Online*—on your own time, from any Internet-connected computer— and, with support at a local Jackson Hewitt office.

“I signed up for the Jackson Hewitt Basic Tax Preparation Course thinking that I could save myself money by preparing my own taxes. I was so impressed with the course materials and the knowledge of the instructors that I went on to become a tax preparer at Jackson Hewitt Tax Service.” Said {FIRST} {LAST} OF {CITY, STATE}.

{LAST} is one of the many students who have enrolled in the Jackson Hewitt Basic Tax Preparation Course, a 12-week program offered each fall in Jackson Hewitt offices across the country. These instructor-led or online classes focus on the fundamentals of tax preparation and common tax topics.

The Basic Tax Preparation Course continues to help students, military spouses, part-time workers, stay-at-home parents, retirees and the unemployed acquire the tax knowledge necessary to prepare tax returns for themselves and their family and friends. Many even choose to pursue a career with Jackson Hewitt as a tax preparer.*

For more information, please call Jackson Hewitt at 1-800-234-1040 or visit www.JacksonHewitt.com

*Enrollment in, or completion of, a course is neither an offer nor a guarantee of employment. Additional training, experience or skills may be required. Most offices are independently owned and operated.

**May require on-site attendance and is not available in all states. For more information, visit your local Jackson Hewitt office. Most offices are independently owned and operated.

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2013 Tax Preparer Recruiting Toolkit

Public Relations: Press Releases

Enrollment Begins at the (CITY} Jackson Hewitt Tax Service®

Learning to Prepare Taxes is Easier Than You Think!

[CITY, DATE] – The Jackson Hewitt Tax Service® office in [CITY] provides area residents the opportunity to deepen their knowledge about individual tax preparation by participating in its upcoming [NUMBER] week Basic Tax Preparation Course. By [INSERT DATE], tax school students will have a better understanding of not only the fundamentals of basic tax preparation, but also recent tax law changes and commonly overlooked deductions and credits. Whether learning more about taxes and tax preparation for personal enrichment or as a first step in pursuing a career in tax preparation*, Jackson Hewitt® Tax School will provide students with an informative—and enjoyable—introduction to tax preparation and they make it so easy to learn! Plus, if you take the course now, you could be ready to prepare taxes by January.*

“Learning about how taxes are prepared can help those in our community have added knowledge that may lead to a larger tax refund when filing, or, for some, can be the introduction to a rewarding career as a tax preparer,” said [NAME], [TITLE] of Jackson Hewitt Tax Service in [CITY]. “Jackson Hewitt Tax School offers you a simple and convenient way to enhance skills or learn a new skill to prepare tax returns so you can potentially add to your bottom-line.”

Available on JHnet. Swiss Cheese Press Release

SAMPLE