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Jackson Hewitt Tax Service Inc. · 2 months ago

Assistant to Front Desk Manager (Mon. 9am- 6pm) (Tues-Thurs 11:30-8pm)

Kettering, OH 45440

Full-time

Onsite

New Grad, Entry Level

$23/hr - $28/hr

Jackson Hewitt Tax Service Inc. is an industry-leading provider of full-service individual, federal, and state income tax preparation. The Assistant to the Front Desk Manager will play a crucial role in client communications and administrative tasks, ensuring a smooth operation during the busy tax season.

Financial Services

Responsibilities

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

Qualification

High-volume administrative experienceScheduling software proficiencyCommunication skillsCustomer service skillsProactive problem-solvingPhone etiquetteMultitasking abilityDependabilityAttention to detail