Client Service Associate
About The Position
The Client Service Associate is the welcoming, customer-focused point of contact for clients visiting the office. The role supports exceptional client experiences by engaging with clients, confirming appointments, following up with past and prospective clients, preparing tax returns, distributing marketing materials, and keeping clients engaged during wait times. As part of the tax team, the associate will learn to answer tax questions, prepare taxes, and guide clients through stages of the tax interview process. The employer welcomes applicants regardless of work background or experience level.
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.
Nice To Haves
- Prior customer service or sales experience is preferred but not required.
Responsibilities
- Welcome clients and provide support to visitors at the office.
- Engage with clients and help ensure an exceptional client experience.
- Confirm appointments.
- Follow up with past and potential clients.
- Prepare tax returns.
- Distribute marketing materials.
- Keep clients engaged during wait times.
- Answer questions about taxes and guide clients through stages of 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)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
