Client Service Associate

Jackson Hewitt • La Junta, CO

18d

About The Position

Join Jackson Hewitt as a Client Service Associate and serve as a friendly point of contact for clients visiting the office. The role focuses on creating exceptional client experiences by engaging with clients, confirming appointments, following up with past and potential clients, preparing tax returns, distributing marketing materials, and keeping clients engaged during wait times.

As part of the tax team, you will learn to answer tax questions, prepare taxes, and guide clients through different stages of the tax interview process. The employer welcomes applicants regardless of work background or experience level and offers tax preparation training and continuing education.

Requirements

• Strong interpersonal and communication skills.
• Experience in a fast-paced retail environment.
• Basic computer proficiency and ability to troubleshoot.
• Willingness to learn and grow in a customer-focused role.
• PTIN certification is required.

Nice To Haves

• Prior customer service or sales experience is preferred, but not required.

Responsibilities

• Engage with clients and provide a welcoming, customer-service-oriented experience.
• Confirm appointments.
• Follow up with past and potential clients.
• Prepare tax returns.
• Distribute marketing materials.
• Keep clients engaged during wait times.
• Learn to answer questions about taxes and guide clients through the tax interview process.

Benefits

• Opportunity for advancement.
• Wellness resources.
• 401(k).
• 401(k) matching.
• Company parties.
• Employee discounts.
• Flexible schedule.
• Free tax preparation training and PTIN registration.
• Free continuing tax education.
• Enrolled Agent materials and testing reimbursement.
• Discounted Friends and Family tax returns (terms apply).
• Opportunities for advancement within the organization or as a tax professional.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed