Customer Service/Sales
$20,800–$93,600 year
On-site · Griffith, Indiana, United States
Griffith, Indiana, United StatesOn-siteFull Time$20,800–$93,600 yearMid LevelNot SpecifiedSmall
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Small
Job Summary
Deliver exceptional customer service and client communication; assist clients through the tax preparation process; follow up with leads and maintain client relationships; market services professionally and consistently; support onboarding and document collection; maintain professionalism and confidentiality; work independently while contributing to team goals; build and retain client relationships.
Required Qualifications
- Customer service experience required
- Tax preparation experience strongly preferred
- Existing client portfolio/client base is a major plus
- Strong communication and interpersonal skills
- Comfortable learning technology and tax processes
- Ability to market services and generate business
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