Demo

Client Service Specialist

ALLIANCE TAX
Ypsilanti, MI Full Time
POSTED ON 11/25/2025 CLOSED ON 12/31/2025

What are the responsibilities and job description for the Client Service Specialist position at ALLIANCE TAX?

Alliance Tax is seeking a motivated individual, to fill our Client Service Specialist. As a C.S.S, you will be responsible for conducting interviews with potential clients, using our computer software while delivering exceptional customer service.

We offer competitive pay, incentive pay opportunities, flexible schedules, and advanced tax training and certification. Training is provided.

Duties Include:

  • Answering calls, greeting visitors, helping them navigate through an office.
  • Appointment setting, sort mail, make copies, and ordering office supplies.
  • Conducting tax interviews with potential clients.
  • Preparing complete and accurate tax returns.
  • Client retention, generating new business, and offering additional products and services.
  • Providing ongoing customer support.

Requirements

  • Excellent communication skills and positive attitude.
  • Experience working in a fast-paced environment.
  • Successful completion of Introduction to Taxation Skills Assessment.
  • Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements.
  • High School Diploma or equivalent.

Preferred

  • Previous experience working in a customer service environment
  • Sales and/or marketing experience

Job Types: Part-time, Full-time

Benefits:

  • Flexible schedule
  • Bonus opportunities

Notes:

  • Our Uniquely Designed Comprehensive Training Program, will teach you how to Prepare and File Individual and Small Business Tax Returns. At the end of our training, you will be qualified to become a Tax Professional.
  • Enrollment in, or completion of our Income Tax Assessment is neither an offer nor a guarantee of employment.

Job Type: Full-time

Pay: $16.00 - $18.00 per hour

Education:

  • High school or equivalent (Required)

Experience:

  • Customer service: 2 years (Required)

License/Certification:

  • Driver's License (Preferred)

Work Location: In person

Salary : $16 - $18

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