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Client Document Specialist
2 months ago
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
- 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
- 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