Jackson Hewitt - Kettering, OH

posted 3 months ago

Full-time - Entry Level
Kettering, OH
1-10 employees
Professional, Scientific, and Technical Services

About the position

Hello There! We’d love to invite you to apply for a position of Front Desk Office Administrator at Jackson Hewitt. We are a family-owned business operating five locations in the Dayton area, and we take pride in having the highest Google ranking in client satisfaction! Our office offers a fun, flexible work environment and paid training. In this role, you will interact with and engage clients by conversing and reviewing tax documents to create tax packets and set up appointments. You will support all tax professionals and managers, manage the appointment scheduler, make appointment reminder calls, and answer incoming calls, distributing them appropriately to foster a positive and efficient client experience. Your responsibilities will include greeting all potential clients with a friendly and professional demeanor, engaging in conversation to share information about Jackson Hewitt's services, products, and promotions. You will be responsible for managing the appointment scheduler/calendar for all tax preparation appointments, tax consultations, and drop-off appointments. Additionally, you will monitor office flow, keep clients engaged during wait times, and assist in maintaining a clean and inviting workplace. You will also be expected to respond efficiently and accurately to client inquiries, explain possible solutions, and ensure that clients feel supported and valued. Presenting a professional, courteous, and confident demeanor in all communications is essential. You will take ownership in assisting, researching, resolving, or escalating customer issues, and diligently document customer records and cases. Engaging in active listening with callers, confirming or clarifying information, and diffusing angry clients as needed will be part of your daily tasks. You will also make sales or recommendations for products or services that may better suit client needs, utilizing software, databases, scripts, and tools appropriately to provide accurate information and recommend the customer's next best action towards service completion.

Responsibilities

  • Interact with and engage clients by reviewing tax documents and creating tax packets.
  • Manage the appointment scheduler/calendar for all tax preparation appointments, consultations, and drop-offs.
  • Answer or make calls to clients to address their needs, complaints, or issues with products or services.
  • Monitor office flow and keep clients engaged during wait times.
  • Assist in maintaining a clean and inviting workplace, including cleaning tasks.
  • Respond efficiently and accurately to client inquiries via phone, email, or chat.
  • Document customer records and cases diligently and accurately.
  • Engage in active listening with callers and diffuse angry clients as needed.
  • Make sales or recommendations for products or services that may better suit client needs.

Requirements

  • Good interpersonal and communication skills.
  • Customer service or sales experience preferred.
  • High School Diploma/GED or equivalent related business experience.
  • Reliable transportation and a valid driver's license and insurance preferred.

Benefits

  • Flexible work environment
  • Paid training
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