S
Client Services Associate
Suburban Tax and Accounting DBA Jackson Hewitt
Greater Chicago Area0–2 yrs6m agovia LinkedIn
Posted 15 Nov 2026, 01:02 ET
This job at a glance
- Who can apply
- New grads and up to 2 years · Diploma
- Must know
- Customer serviceTax
- Nice to have
- Accounting
- Work
- On-site in Greater Chicago Area
- Pay
- Not stated by the employer.
- Skill demand
- Customer service95%Tax2%Accounting2%of 149 similar entry-level jobs posted in the US this week
- Listed
- Nov 15, 2026 · still open
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Company: Suburban Tax and Accounting DBA Jackson Hewitt
Location: Greater Chicago Area
Job Type: Contract, On-site
About the Role
The Client Services Associate supports clients throughout the tax and accounting process. This role is essential for ensuring a positive client experience from check-in through checkout, fostering strong, ongoing relationships.
Key Responsibilities
- Greet visitors and answer phone and in-person inquiries.
- Schedule appointments.
- Gather and verify client information.
- Assist with the completion of forms.
- Provide updates on service status in coordination with tax preparers and accounting staff.
- Resolve basic customer issues.
- Explain available services and pricing.
- Maintain client records.
- Process payments.
- Support office administrative tasks as needed.
Requirements & Tech Stack
- Client Services skills.
- Customer Service skills.
- Customer Support skills.
- Communication skills.
- Foundational Finance knowledge.
- Attention to detail.
- Ability to manage confidential information.
- Comfort working in a fast-paced, seasonal environment.
- Reliable on-site attendance.
- Proficiency with basic office software.
- Proficiency with point-of-sale systems.
- Experience in tax or accounting settings is beneficial.
Qualifications
- High school diploma or equivalent required.
- Additional coursework or certification in business, finance, or accounting is a plus.