Client Experience Specialist (Tax Team)

Jackson Hewitt Tax Service Inc.

Los Lunas (NM)

On-site

USD 32,000 - 46,000

Full time

14 days+

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Benefits offered by this job

Opportunity for advancement
Wellness resources
401(k)
401(k) matching
Company parties
Employee discounts
Flexible schedule
Include all health or wellnessBenefits
Corporate discount program
Opportunities for advancement within组织
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 all visitors, delivering exceptional client experiences and providing essential support in our offices in New Mexico.

You will actively engage with clients, confirm appointments, and follow up with past and potential clients while assisting with tax return preparation and related tasks. The role emphasizes strong communication, relationship-building, and a welcoming attitude as you learn how to

Qualifications

  • 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.

Responsibilities

  • Engage with clients to confirm appointments and follow up with past and potential clients.
  • Assist with tax return preparation and review.
  • Distribute marketing materials and keep clients engaged during wait times.
  • Answer questions about taxes and walk clients through stages of the tax interview process.

Skills

Interpersonal skills
Communication skills
Retail experience
Computer proficiency
Customer service experience

Job description

Jackson Hewitt Tax Service Inc. is seeking a Client Service Associate to be the friendly face for all visitors, delivering exceptional client experiences and providing essential support in our offices in New Mexico.

You will actively engage with clients, confirm appointments, and follow up with past and potential clients while assisting with tax return preparation and related tasks. The role emphasizes strong communication, relationship-building, and a welcoming attitude as you learn how to

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