Client Service Associate

Jackson Hewitt • Denton, TX

1d

About The Position

The Client Service Associate serves as a welcoming, customer-service-oriented point of contact for clients visiting the office. The role focuses on creating exceptional client experiences by engaging with clients, confirming appointments, following up with past and potential 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 different 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.

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 visitors and provide a positive 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 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)
• Health or wellness benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed