Client Service Associate

Jackson Hewitt • Lewisville, TX

1d

About The Position

The Client Service Associate is the welcoming, customer-service-oriented face of the office, helping ensure exceptional client experiences and providing essential support. The role involves 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 the stages of the tax interview process. The posting welcomes applicants regardless of work background or experience level and describes a customer-focused opportunity to learn new skills and grow.

Requirements

• Strong interpersonal and communication skills.
• Experience in a fast-paced retail environment.
• Basic computer proficiency and the 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

• Engage with clients and provide a welcoming, customer-service-oriented experience.
• Confirm client appointments.
• 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.
• 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).

What This Job Offers

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