Tax Services Associate - Client Care & Growth Path

Jackson Hewitt; La Junta (CO); On-site; USD 19,000 - 28,000; Full time

Benefits offered by this job

Opportunity for advancement

Wellness resources

401(k)

401(k) matching

Company parties

Employee discounts

Flexible schedule

Free tax preparation training and PTIN

Free continuing tax education

Enrolled Agent materials and testing

Job summary

Jackson Hewitt is seeking a Client Service Associate to greet visitors and ensure excellent client experiences. You will engage with clients, help with appointment follow-ups, and assist in preparing tax returns while distributing marketing materials.

No prior tax experience required—training provided and opportunities for advancement exist. Join our team to learn about taxes and walk clients through tax interview steps, while building relationships and contributing to a welcoming office

Qualifications

• Strong interpersonal and communication skills.
• Experience in a fast-paced retail environment is preferred.
• Basic computer proficiency and ability to troubleshoot.
• Prior customer service or sales experience is welcome but not required.
• Willingness to learn and grow in a customer-focused role.

Responsibilities

• Actively engage with clients and confirm appointments.
• Follow up with past and potential clients and assist with preparing tax returns.
• Distribute marketing materials and keep clients engaged during wait times.
• Learn to answer questions about taxes and guide clients through the tax interview process.

Skills

Excellent communication

Interpersonal skills

Customer service

Sales experience (preferred)

Basic computer proficiency

Job description

Jackson Hewitt is seeking a Client Service Associate to greet visitors and ensure excellent client experiences. You will engage with clients, help with appointment follow-ups, and assist in preparing tax returns while distributing marketing materials.

No prior tax experience required—training provided and opportunities for advancement exist. Join our team to learn about taxes and walk clients through tax interview steps, while building relationships and contributing to a welcoming office