Client Service Associate — Tax Training & Growth

Jackson Hewitt Tax Service Inc.; Lewisville (TX); On-site; USD 19,000 - 28,000; Full time

Benefits offered by this job

Include all health or wellness benefits

Corporate discount program

Opportunities for advancement within

Free tax preparation training and PTIN

Free continuing tax education

Enrolled Agent materials and testing

Discounted Friends and Family tax |\n|

Job summary

Jackson Hewitt Tax Service Inc. is seeking a friendly Client Service Associate to greet clients, confirm appointments and support tax preparation training. You will engage with customers, distribute marketing materials, and help navigate the tax interview process in a fast-paced retail office environment.

Strong communication and interpersonal skills are essential, with willingness to learn about taxes. No prior experience required; training and PTIN registration are 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

• Engage with clients and confirm appointments.
• Follow up with past and potential clients.
• Prepare tax returns.
• Distribute marketing materials.
• Keep clients engaged during wait times.
• Learn how to answer questions about taxes and how to prepare taxes.
• Walk clients through stages of the tax interview process.

Skills

Interpersonal skills

Communication

Customer service

Sales experience

Basic computer skills

Job description

Jackson Hewitt Tax Service Inc. is seeking a friendly Client Service Associate to greet clients, confirm appointments and support tax preparation training. You will engage with customers, distribute marketing materials, and help navigate the tax interview process in a fast-paced retail office environment.

Strong communication and interpersonal skills are essential, with willingness to learn about taxes. No prior experience required; training and PTIN registration are provided.