Client Service Associate
About The Position
The Client Service Associate serves as a welcoming, customer-focused point of contact for clients visiting the office and supports them throughout their 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 informed and engaged while they wait. As part of the tax team, the associate will learn to answer tax questions, prepare taxes, and guide clients through the stages of the tax interview process. The employer welcomes applicants regardless of work background or experience level and offers tax 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
- Welcome and engage clients visiting the office, helping provide an exceptional client experience.
- Confirm appointments and 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 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
Education Level
No Education Listed
