Client Experience Specialist — Tax Services

Jackson Hewitt Tax Service Inc.; Trinidad (CO); Vor Ort; USD 21.000 - 30.000; Vollzeit

Benefits dieser Stelle

Health benefits

Wellness resources

401(k)

401(k) matching

Company events

Employee discounts

Flexible schedule

Advancement opportunities

Tax training

PTIN registration

Tax education

EA materials reimbursement

Family tax discounts

Zusammenfassung

Jackson Hewitt Tax Service Inc. seeks a Client Service Associate to be the welcoming face for clients in our offices, providing essential support and ensuring excellent client experiences.

You will engage with clients, confirm appointments, follow up with prospective clients, and assist in preparing tax returns while distributing marketing materials and keeping clients engaged during wait times.

Qualifikationen

• Strong interpersonal and communication skills.
• Experience in a fast-paced retail environment.
• 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.

Aufgaben

• Actively engage with clients and build relationships.
• Confirm appointments and follow up with past and potential clients.
• Prepare tax returns and assist clients through the tax process.
• Distribute marketing materials and keep clients engaged during wait times.
• Learn how to answer questions about taxes and how to walk clients through the tax interview process.

Kenntnisse

Interpersonal skills

Communication skills

Customer service experience

Sales experience

Jobbeschreibung

Jackson Hewitt Tax Service Inc. seeks a Client Service Associate to be the welcoming face for clients in our offices, providing essential support and ensuring excellent client experiences.

You will engage with clients, confirm appointments, follow up with prospective clients, and assist in preparing tax returns while distributing marketing materials and keeping clients engaged during wait times.