Client Service Associate
About The Position
The Client Service Associate is the welcoming, customer-focused point of contact for visitors to the office and helps ensure an exceptional client experience. The role involves engaging with clients, confirming appointments, following up with past and prospective clients, preparing tax returns, distributing marketing materials, and keeping clients engaged while they wait. As part of the tax team, the associate will learn to answer tax-related questions, prepare taxes, and guide clients through the stages of the tax interview process. Free tax preparation training and continuing tax education are offered. A 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 and engage clients visiting the office.
- Confirm appointments and 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 the tax interview process as trained.
Benefits
- Opportunity for advancement within the organization or as a tax professional.
- 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).
- Corporate discount program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
