Tax Client Concierge | Growth & Training

Jackson Hewitt Tax Service Inc.; Albuquerque (NM); On-site; USD 21,000 - 29,000; Full time

Benefits offered by this job

Wellness resources

401(k)

401(k) matching

Company parties

Employee discounts

Flexible schedule

Free tax preparation training and PTIN

Job summary

Jackson Hewitt Tax Service Inc. is seeking a Client Service Associate to be the friendly face for our offices, delivering exceptional client experiences and supporting tax-related processes. You will engage with clients, confirm appointments, and help guide them through the tax interview steps.

Strong interpersonal skills and a customer-focused mindset are essential. Training in tax preparation and PTIN registration is provided; all benefits and growth opportunities accompany joining our team.

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.

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.
• Walk clients through various stages of the tax interview process.

Skills

Excellent communication skills

Customer service

Job description

Jackson Hewitt Tax Service Inc. is seeking a Client Service Associate to be the friendly face for our offices, delivering exceptional client experiences and supporting tax-related processes. You will engage with clients, confirm appointments, and help guide them through the tax interview steps.

Strong interpersonal skills and a customer-focused mindset are essential. Training in tax preparation and PTIN registration is provided; all benefits and growth opportunities accompany joining our team.