Benefits:
401(k)
401(k) matching
Competitive salary
Employee discounts
Flexible schedule
Opportunity for advancement
Training & development
Join our dynamic team as a Client Relations Associate! In this engaging role, you will be the welcoming face for everyone who visits our offices, ensuring that every client has an exceptional experience. If you are passionate about building lasting relationships and delivering outstanding customer service, we encourage you to apply!
In this role, your primary responsibilities will include:
Actively engaging with clients and confirming appointments
Following up with past and potential clients
Distributing marketing materials
Keeping clients engaged during wait times
Your contributions will make a positive impact on our clients' journeys.
We welcome applicants from all backgrounds and experience levels!
Perks:
Opportunities for advancement within the organization or as a tax pro
Free tax preparation training and PTIN registration
Free continuing tax education
Enrolled Agent materials and testing reimbursement
Discounted Friends and Family tax returns (terms apply)
What you need:
Strong interpersonal and communication skills
Experience in a fast-paced retail environment
Basic computer proficiency and troubleshooting capability
Prior customer service or sales experience preferred, but not mandatory
A willingness to learn and grow in a customer-focused role
If you're ready for a rewarding opportunity to develop new skills and make a significant impact, we would love to see your application!
PTIN Certification: Yes
By applying for a position at a franchise-operated location, please note that you will be submitting your information to an independent franchisee. They are responsible for all employment decisions and policies.