Tax Preparation Associate

2 weeks ago


Annapolis, Maryland, United States Jackson Hewitt Full time
About the Role

At Jackson Hewitt, we are committed to providing exceptional service to our clients. As a Seasonal Client Service Associate, you will play a critical role in supporting our district with various duties, including greeting clients, scheduling appointments, marketing to local businesses, and tech setup.

Key Responsibilities
  • Greet all potential clients with a friendly and professional demeanor.
  • Engage in conversation with potential clients to share information about Jackson Hewitt's services and promotions.
  • Quickly and accurately verify and enter customers' personal and Form W-2 information into Jackson Hewitt's proprietary software.
  • Assist with scheduling tax preparation appointments.
  • Monitor client flow at the location and keep clients engaged during periods of wait time.
  • Monitor client activity and take initiative to answer phones and resolve client issues.
  • Meet set-up deadlines to ensure office locations meet brand/marketing appearance standards in time for office openings.
  • Provide equipment service at Jackson Hewitt locations to assemble, repair, or teardown furniture, computers, tech, or kiosk components using hand tools.
  • Assist in maintaining a clean and inviting workplace, including removal of trash, vacuuming or sweeping, cleaning counters, cleaning glass, etc.
  • Assist leadership in marketing and recruitment efforts, as needed.
Requirements
  • Good interpersonal and communication skills.
  • Demonstrated ability in working in a high-volume retail environment preferred.
  • Basic knowledge of computer functions required to include setup of office computer systems and the ability to troubleshoot issues.
  • Customer service or sales experience preferred.
  • Reliable transportation and a valid driver's license and insurance are preferred.
  • High School Diploma/GED or equivalent related business experience preferred.
  • PTIN Certification: Yes


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