This is a customer facing position providing tax support to customers. Will help customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculations. Will apply defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries. Will interact with customers utilizing strong written and verbal skills as well as deep customer empathy.
The ideal candidate will have a background in business, finance, accounting, or tax.
Basic knowledge of tax laws, tax concepts and familiarity with form 1040 and schedules
Strong customer service skills with ability to empathize and instill confidence.
Prior tax preparation experience in a retail setting a plus
Some experience providing support in a call center environment a plus
Strong Research skills and the ability to quickly use online resources to find answers.
Critical thinking, and problem solving
Persistence and determination
Willingness to utilize audio/visual tools to communicate with customers
Comfortable interacting with customers through video, in a professional way that represents the themselves and the client best
Friendly and reassuring on camera
Bilingual (English/Spanish) communication skills (written & spoken) a plus
Contract role w/pot to extend or convert to full-time
Must be able to work on a W2
Principals only. Recruiters, please don't contact this job poster.
do NOT contact us with unsolicited services or offers