Client Service Associate
Jackson Hewitt - 2861•Trinidad, CO
•$15 - $17•Onsite
About The Position
Join the tax team as a Client Service Associate and serve as a friendly point of contact for clients visiting the offices. The role focuses on creating exceptional client experiences, building strong client relationships, and providing essential support. The associate will learn to answer tax questions, prepare tax returns, and guide clients through stages of the tax interview process. Applicants of all work backgrounds and experience levels 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
- Engage with clients and provide customer service in the office.
- Confirm 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 within the organization or as a tax professional.
- Wellness resources.
- 401(k).
- 401(k) matching.
- Company parties.
- Employee discounts, including corporate discounts 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
