Receptionist/Assistant to Tax Preparer

Jackson Hewitt - 3153

Tomball (TX)

On-site

USD 17,000 - 22,000

Full time

3 days ago
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Benefits offered by this job

Advancement opportunities
Free tax preparation training and PTIN
Free continuing tax education

Job summary

Jackson Hewitt - 3153 is seeking a Receptionist/Assistant to Tax Preparer in Tomball, TX. You will be the welcoming face for clients, ensuring a friendly experience and providing essential support to tax professionals.

Responsibilities include greeting clients, confirming appointments, following up with inquiries, distributing marketing materials, and keeping clients engaged while they wait. Strong communication and a proactive, customer-focused approach are essential.

Qualifications

  • Excellent communication skills and friendly, customer-service oriented demeanor.
  • Willingness to learn and grow in a customer-focused role.
  • Basic computer proficiency and ability to troubleshoot.
  • Prior customer service or sales experience preferred, but not required.

Responsibilities

  • Engage with clients, confirm appointments, and follow up with past and potential clients.
  • Distribute marketing materials and keep clients engaged during wait times.

Skills

Communication skills
Interpersonal skills
Customer service

Job description

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.

Join our team as a Receptionist/Assistant to Tax Preparer 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!

Perks:
  • Opportunities for advancement within the organization or as a tax pro
  • Free tax preparation training and PTIN registration
  • Free continuing tax education
What you need:
  • Strong interpersonal and communication skills
  • 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
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