Client Service Associate
About The Position
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us! As part of our tax team you will learn how to answer questions about taxes, how to prepare taxes and how to walk clients through various stages of the tax interview process. No matter your work background or experience level, we welcome you to apply!
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 preferred, but not required
Responsibilities
- Actively engage with clients
- Confirm appointments
- Follow up with past and potential clients
- Distribute marketing materials
- Keep clients engaged during wait times
- Answer questions about taxes
- Prepare taxes
- Walk clients through various stages of the tax interview process
Benefits
- 401(k)
- 401(k) matching
- Company parties
- Employee discounts
- Flexible schedule
- Opportunity for advancement
- Wellness resources
- Corporate discount program
- Opportunities for advancement within the organization or as a tax pro
- 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
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
