Client Service Associate

Jackson Hewitt Tax Service Inc.; Belen (NM); Presencial; USD 21.000 - 28.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Wellness resources

401(k)

401(k) matching

Company parties

Employee discounts

Flexible schedule

Free tax preparation training and PTIN

Free continuing tax education

Enrolled Agent materials and testing

Discounted Friends and Family tax prep

Descripción de la vacante

Jackson Hewitt Tax Service Inc. in New Mexico seeks a Client Service Associate to greet clients, confirm appointments, and provide essential support while they wait. You will learn how to answer tax questions, prepare returns, and guide customers through the tax interview process.

This role emphasizes strong communication, a friendly demeanor, and the ability to thrive in a busy retail environment. Training in tax preparation and PTIN will be provided to build your skills and career with Jackson

Formación

• 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.

Responsabilidades

• Engage with clients, confirm appointments, and follow up with past and potential clients.
• Prepare tax returns and distribute marketing materials.
• Keep clients engaged during wait times and learn how to answer questions about taxes and the tax interview process.

Conocimientos

Interpersonal skills

Communication skills

Retail experience

Computer proficiency

Customer service

Sales experience

Willingness to learn

Descripción del empleo

Benefits

• Opportunity for advancement
• Wellness resources
• 401(k)
• 401(k) matching
• Company parties
• Employee discounts
• Flexible schedule

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, preparing tax returns, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us! As part of our tax team you will learn how to answer questions about taxes, how to prepare taxes and how to walk clients through various stages of the tax interview process.

Perks

• Include all health or wellness benefits offered
• Corporate discount program
• Opportunities for advancement within the organization or as a tax pro
• 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 you need

• 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

If you're looking for a rewarding opportunity to learn new skills and make an impact,