Client Service Associate

Jackson Hewitt • Santa Fe, NM

1d

About The Position

The Client Service Associate serves as a welcoming, customer-focused point of contact for visitors to the office and helps ensure an excellent client experience. The role involves engaging with clients, confirming appointments, following up with past and prospective clients, preparing tax returns, distributing marketing materials, and keeping clients informed and engaged while they wait.

As part of the tax team, the associate will learn to answer tax-related questions, prepare taxes, and guide clients through stages of the tax interview process. The position welcomes applicants across work backgrounds and experience levels who are interested in learning and growing in a customer-focused role. Free tax preparation training, continuing tax education, and PTIN registration are offered.

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 guide clients through stages of 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