Client Service Associate

Jackson Hewitt - 2861 • Los Lunas, NM

19d • $15 - $17

About The Position

The Client Service Associate serves as a welcoming, customer service-oriented point of contact for clients visiting the offices. The role focuses on creating exceptional client experiences, building relationships, and providing support throughout the tax-service process. The associate engages with clients, confirms appointments, follows up with past and potential clients, prepares tax returns, distributes marketing materials, and keeps clients engaged during wait times. As part of the tax team, the associate learns to answer tax questions, prepare taxes, and guide clients through the stages of the tax interview process. Applicants of any work background or experience level are welcome.

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 is preferred, but not required.

Responsibilities

• Welcome and engage clients visiting the offices, helping ensure 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 questions about taxes and guide clients through 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, including a corporate discount program and discounted Friends and Family tax returns (terms apply).
• Flexible schedule.
• Free tax preparation training and PTIN registration.
• Free continuing tax education.
• Enrolled Agent materials and testing reimbursement.

What This Job Offers

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