Client Service Associate
About The Position
Join Jackson Hewitt as a Client Service Associate and serve as a welcoming, customer-focused point of contact for clients visiting the office. The role involves engaging with clients, confirming appointments, following up with past and potential clients, preparing tax returns, distributing marketing materials, and keeping clients informed and engaged while they wait. As part of the tax team, you will learn to answer tax questions, prepare taxes, and guide clients through stages of the tax interview process. The position welcomes applicants regardless of work background or experience level and offers opportunities to learn and grow in a customer-focused role. PTIN certification is required.
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
- Welcome clients and help ensure an exceptional client experience.
- Engage with clients and confirm appointments.
- Follow up with past and potential clients.
- Prepare tax returns.
- Distribute marketing materials.
- Keep clients engaged during wait times.
- Learn to answer tax questions 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).
- Opportunities for advancement within the organization or as a tax pro.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
