Client Experience Associate — Tax Support & Growth

Jackson Hewitt Tax Service Inc.; Santa Fe (NM); On-site; USD 17,000 - 22,000; Full time

Benefits offered by this job

Include all health or wellness-benefit

Corporate discount program

Opportunities for advancement within s

Free tax preparation training and PTIN

Free continuing tax education

Enrolled Agent materials and testing

Discounted Friends and Family tax

Job summary

Jackson Hewitt Tax Service Inc. is seeking a Client Service Associate to be the friendly face for our offices. You will engage with clients, confirm appointments, and help prepare tax returns while delivering exceptional customer service.

This role emphasizes learning tax concepts, walking clients through the interview process, and supporting marketing efforts. A welcoming team, flexible schedule, and opportunities to advance are highlighted in our benefits.

Qualifications

• Strong interpersonal and communication skills required.
• Experience in a fast-paced retail environment preferred, not required.
• Basic computer proficiency and ability to troubleshoot.
• Prior customer service or sales experience preferred but not required.
• Willingness to learn and grow in a customer-focused role.

Responsibilities

• Engage with clients, confirm appointments, and follow up with past and potential clients.
• Prepare tax returns and assist in gathering required documentation.
• Distribute marketing materials and contribute to outreach efforts.
• Keep clients engaged during wait times and maintain a welcoming office environment.
• Learn how to answer questions about taxes and walk clients through stages of the tax interview process.

Skills

Interpersonal skills

Communication skills

Retail experience

Basic computer proficiency

Job description

Jackson Hewitt Tax Service Inc. is seeking a Client Service Associate to be the friendly face for our offices. You will engage with clients, confirm appointments, and help prepare tax returns while delivering exceptional customer service.

This role emphasizes learning tax concepts, walking clients through the interview process, and supporting marketing efforts. A welcoming team, flexible schedule, and opportunities to advance are highlighted in our benefits.