Tax Administrator Assistant

Seasonal Client Service Coordinator

This is a seasonal role requiring consistent commitment during the tax season. Compensation : $19 to $23 Hourly. The working hours are from 11 : 30am to 7 pm. Duration : Mid-December through April 16th.

Key Responsibilities

This role requires a blend of high-touch client service and diligent administrative coordination :

• Greets all clients with a friendly and professional demeanor.
• Answer or make calls to clients to address their needs, complaints, or issues, ensuring they feel supported and valued.
• Engage in conversation to share information about our services, products, and promotions, and make sales or recommendations as appropriate.
• Take ownership in assisting, researching, resolving, or escalating customer issues, maintaining a professional and courteous demeanor.
• Respond to client queries via phone, email, or chat in a timely and accurate way.
• Engage in active listening with callers, confirming information and diffusing angry clients as needed.
• Work closely with the Front Desk Manager, assisting in handling and directing all incoming phone calls for all four locations.
• Responsible for managing the appointment scheduler / calendar for all tax appointments, consultations, and drop-offs across all locations.
• Monitor office flow and client activity, taking initiative to answer phones or assist with check distribution when Preparers are occupied.
• Assist with opening and closing procedures of the main office daily.
• Maintain and track the status of tax returns currently being processed, keeping accurate records and file notes.
• Diligently and accurately document customer records and cases using internal software and databases.
• Utilize multiple tools, knowledgebase, and communication skills to effectively research and provide accurate client information.
• Assist in maintaining a clean and inviting workplace, which may include light tidying and cleaning duties.
• Communicate priorities to tax preparers as directed by the Front Desk Manager, ensuring a steady workflow of returns.
• Clearly communicate with preparers regarding outstanding items, notes, and documentation required to complete a return.

What You'll Need to Succeed (Qualifications)

We are looking for a highly capable coordinator ready to thrive in a busy, high-volume environment.

Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.

Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.