Client Service Associate
About The Position
The Client Service Associate is the welcoming, customer-facing representative for office visitors, 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. Applicants from 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
- Engage with clients and provide a welcoming, customer service-oriented experience.
- 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 prepare taxes.
- Walk clients through various 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, 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.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
