Client Service Associate

Client Service Associate

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us! CSA's are actively involved in our tax preparation process. Duties include customer intake (scanning all client documents into the return file so a tax pro can complete the return), client marketing (calling clients to set appointments or to follow up) and signing and collecting payments for completed returns. We also offer free tax preparer training if you wish to take the next step to become a tax preparer. No matter your work background or experience level, we welcome you to apply!

Perks :

• Corporate discount program
• Opportunities for advancement within the organization or as a tax pro
• Tax preparation training
• Continuing tax education
• And more!

What you need :

If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!