Seasonal Client Experience Specialist | Growth Path

Jackson Hewitt; Cortez (CO); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Paid training

Hourly pay + bonuses

Flexible scheduling

Early wage access

Telehealth access

Discounts

Job summary

Jackson Hewitt - 3339 in Cortez, CO is seeking a Seasonal Client Service Associate to warmly greet clients, initiate the intake process, and scan important tax documents. You will perform basic data entry and help schedule and confirm appointments.

This role supports Tax Pros with daily office tasks, answers phones, and assists with local marketing while delivering an exceptional client experience. Paid training is provided.

Qualifications

• Welcome clients and create a great first impression.
• Start the client intake process.
• Scan and organize tax documents.
• Perform basic data entry accurately.
• Schedule and confirm appointments.
• Answer phones and follow up with past and potential clients.
• Keep clients informed during wait times.
• Assist with local marketing efforts.
• Support Tax Pros with day-to-day office needs.

Responsibilities

• Welcome clients and create a great first impression.
• Start the client intake process.
• Scan and organize tax documents.
• Perform basic data entry accurately.
• Schedule and confirm appointments.
• Answer phones and follow up with past and potential clients.
• Keep clients informed during wait times.
• Assist with local marketing efforts.
• Support Tax Pros with day-to-day office needs.

Job description

Jackson Hewitt - 3339 in Cortez, CO is seeking a Seasonal Client Service Associate to warmly greet clients, initiate the intake process, and scan important tax documents. You will perform basic data entry and help schedule and confirm appointments.

This role supports Tax Pros with daily office tasks, answers phones, and assists with local marketing while delivering an exceptional client experience. Paid training is provided.