Seasonal Client Service Associate

Jackson Hewitt; Montrose (CO); On-site; USD 17,000 - 25,000; Part time

Benefits offered by this job

Paid Training

Bonus Opportunities

Flexible scheduling

Wellness resources

Employee discounts

Company parties

Training & development

Opportunity for advancement

Job summary

Jackson Hewitt in Montrose, CO is hiring a Seasonal Client Service Associate to deliver an exceptional client experience. You will welcome clients, start intake, scan tax documents, perform data entry, schedule appointments, answer phones, and support Tax Pros.

The role offers paid training, hourly pay with bonus opportunities, flexible scheduling, and wellness resources. If you are friendly, dependable, and eager to learn, join us and grow with the tax season.

Qualifications

• Strong communication and people skills.
• Basic computer proficiency.
• Fast learners with a willingness to learn.
• Dependable and able to thrive in a fast-paced environment.
• Previous customer service, retail, hospitality, office, or sales experience is a plus.

Responsibilities

• Welcome clients and create a great first impression.
• Start the client intake process and scan tax documents.
• Perform basic data entry accurately.
• Schedule and confirm appointments and answer phones.
• Keep clients informed and engaged during wait times.
• Support Tax Pros with day-to-day office needs and deliver an exceptional client experience.

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.