Seasonal Client Service Associate

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

Benefits:

• Opportunity for advancement
• Training & development
• Wellness resources
• Company parties
• Employee discounts
• Flexible schedule

Are you friendly, outgoing, and passionate about helping people? Join Jackson Hewitt as a Seasonal Client Service Associate and help create an exceptional experience for every client who walks through our doors. Bring your personality, dependability, and willingness to learn—we’ll help with the rest!

What You’ll Do

• 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 and engaged during wait times
• Assist with local marketing efforts
• Support Tax Pros with day-to-day office needs and deliver an exceptional client experience

Why Join Us?

• PAID Training
• Hourly Pay + Bonus Opportunities
• Multiple Locations & Flexible Scheduling
• Early Wage Access with ZayZoon
• 24/7 Telehealth + Mental Wellness Support
• Corporate Discounts
• Personal, Friends & Family Tax Preparation Discounts (terms apply)
• Opportunities to Return Season After Season
• Career Growth into Tax Pro, Office Manager, Area Manager & more
• Tax Training & Continuing Education for those interested in becoming a Tax Pro

What We’re Looking For

• Strong communication and people skills
• Basic computer proficiency
• Fast learners
• Dependability and the ability to thrive in a fast-paced environment.
• Previous customer service, retail, hospitality, office, or sales experience is a plus—but not required.

Start With Customer Service. See Where It Takes You.

Meet people. Build skills. Earn money. Grow with us.