Client Service Associate

Role Overview

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. No matter your work background or experience level, we welcome you to apply!

• 401(k) matching
• Bonus based on performance
• Employee discounts
• Flexible schedule
• Opportunity for advancement
• Training & development

• Hourly pay + competitive bonus package
• Flexible Schedule Options – Work that works for you!
• Free Identity Theft Protection through  from Equifax
• Corporate discount program through Avibra
• Earned Wage Access through Zay Zoon
• Discount and Rewards Marketplace through Benefit Hub
• Opportunities for advancement within the organization or as a tax pro
• Participation in 401‑K matching program (once eligibility qualifications are met - enrollment twice per year)
• Free tax preparation training and PTIN registration
• Free continuing tax education
• Enrolled Agent materials and testing reimbursement

• Strong interpersonal and communication skills
• Experience in a fast-paced retail environment
• Basic computer proficiency and ability to troubleshoot
• Prior customer service or sales experience preferred, but not required
• Willingness to learn and grow in a customer-focused role

$12.00 per hour