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Client Document Specialist

2 months ago


Sarasota, Florida, United States Jackson Hewitt Inc. Full time
About the Role

We are seeking a highly organized and detail-oriented Client Document Specialist to join our team at Jackson Hewitt Inc. As a Client Document Specialist, you will play a critical role in helping clients resolve their tax issues with the IRS.

Key Responsibilities
  • Outreach to clients via phone and email to remind and assist them with uploading or mailing required documents
  • Serve as the primary point of contact for clients, communicating important actions, status updates, and needed information
  • Collaborate with tax preparers, licensed tax professionals, and other team members to facilitate timely communications with clients
  • Manage assigned clients and priorities, and work with other team members to resolve client issues or overcome obstacles preventing clients from providing their documentation
  • Provide exceptional customer service and maintain a professional demeanor in all interactions
Requirements
  • High school diploma or equivalent
  • 1+ year office experience preferred
  • Excellent communication and problem-solving skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Proficient in computer applications, including Adobe Pro, Microsoft Word, and Excel
What We Offer
  • Competitive hourly rate: $18.50
  • Annual performance bonus: 10%
  • Unlimited paid time off + 12 paid holidays
  • Fidelity 401k + match
  • Medical, dental, vision, EAP, supplemental, life, STD, LTD, HSA, FSA, commuter benefits
  • Wellness activities throughout the year
  • Parental leave, elder care leave, volunteer time off
  • Education assistance program
  • Employee referral program
  • Pet insurance
  • Business casual dress with jeans daily
  • Innovative culture with an open and collaborative environment