Client Service Associate

Jackson Hewitt Tax Service Inc.; Bridgeport (PA); On-site; USD 17,000 - 22,000; Full time

Benefits offered by this job

Opportunities for advancement

Bonus based on performance

Free tax preparation training

Free continuing tax education

Discounted Tax Preparation

Job summary

Jackson Hewitt is seeking a Client Service Associate to be the friendly face for all visitors, ensuring exceptional client experiences and providing essential support. This in-person role involves engaging with clients, confirming appointments, following up with prospects, distributing marketing materials, and keeping clients engaged during wait times.

No prior experience required; paid training is provided.

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

• Greet clients and act as the friendly face for visitors.
• Confirm appointments and follow up with past and potential clients.
• Distribute marketing materials and keep clients engaged during wait times.

Skills

Excellent communication skills

Strong interpersonal skills

Customer service experience

Sales experience

Job description

Future Opening: Client Service Associate

Full Time • Morristown - 18325

• Opportunity for advancement
• Bonus based on performance

We are looking for people who thrive 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 (CSA) 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, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us!

Experience is not required. Paid training is provided. No matter your work background or experience level, we welcome you.

Perks:

• Opportunities for advancement within the organization or as a tax pro
• Free tax preparation training if desired
• Free continuing tax education
• Discounted Tax Preparation on your personal tax return

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

Please note, these positions are all in person and are not remote. You will be working onsite from one of our locations. We have 29 locations in East TN and 7 in the upstate SC area. You can choose the location (or locations) that are most convenient for you. We have seasonal full and part-time positions with flexible scheduling to fit your needs.

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

Working at Jackson Hewitt

Jackson Hewitt is an innovator with nearly 6,000 locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.

Taxes are fun (really!)

Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.

PTIN Certification: Yes

By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

More than just a job. Start your career.

Work-Life Balance

We offer seasonal opportunities and flexible schedules for a variety of positions. That leaves the rest of your time to build out your dreams, grow your skills, spend time with family, and live your life.

Stability

Over 150 million people file taxes every year and more than half use tax services.

Be the Difference

Who knows your community better than you do? Join a team that helps your neighbors with what is likely their most important financial transaction of the year.

Recognition and Appreciation

Jackson Hewitt recognizes top performers through the Tax Pro bonus program and other award drawings.

Jobs with Career Potential

Build your future—and your resume—with skills that don’t age. Get a start in the tax business and build the career you want.

Giving Back

Retail locations are often heavily involved in their local communities and charities.

Celebrating Success

Districts across the nation host conference calls that start with recognition of wins in client satisfaction, returns completed, and other company objectives. At the end of each tax season, teams in each district come together to celebrate the season’s accomplishments.

Learning to prepare taxes will benefit you at Jackson Hewitt and beyond.

“I like helping people and working with numbers. Being a tax preparer lets me do both. JH provides great training and tools along with terrific management support that allows you to excel in your job and to love doing it!”