Client Service Associate - Tax Prep & Growth Path

Jackson Hewitt Tax Service Inc.; Las Cruces (NM); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Health benefits

Discount program

Advancement opportunities

Tax training

Continuing education

EA materials

Friends & Family discounts

Job summary

Jackson Hewitt Tax Service Inc. is seeking a Client Service Associate to provide friendly, customer-focused support at our offices.

You will engage with clients, confirm appointments, and assist with basic tax preparation processes while guiding clients through the interview steps. This role offers training opportunities, including tax preparation instruction and PTIN registration, with room for advancement in a busy retail tax environment.

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 and confirm appointments.
• Follow up with past and potential clients.
• Assist in preparing tax returns.
• Distribute marketing materials.
• Keep clients engaged during wait times.
• Walk clients through various stages of the tax interview process.

Skills

Interpersonal skills

Communication

Customer service

Job description

Jackson Hewitt Tax Service Inc. is seeking a Client Service Associate to provide friendly, customer-focused support at our offices.

You will engage with clients, confirm appointments, and assist with basic tax preparation processes while guiding clients through the interview steps. This role offers training opportunities, including tax preparation instruction and PTIN registration, with room for advancement in a busy retail tax environment.