Benefits:

Employee discounts

Flexible schedule

Training & development

Seasonal Tax Call Center Represenative/Lead

Join a dynamic call center team during tax season! We're looking for energetic and customer-focused individuals to support both tax professionals and consumers using our client's tax software and refund programs. If you thrive in a fast-paced environment, enjoy helping others, and are ready to take the next step in your customer service career—this is the role for you.

What You'll Do:

Handle inbound calls, chats, and emails per day from customers regarding tax software and refund programs.

Make outbound calls to clients confirming appointments for offices across the region

Assist consumers with refund advance programs and troubleshoot account issues.

Accurately document all customer interactions for trend analysis and quality assurance.

Maintain high service levels and call quality standards.

Collaborate with team members and leadership to ensure positive customer experience.

What We're Looking For:

1+ years of customer service experience (call center preferred).

Tax preparation experience is preferred. (willing to train the right candidate)

Experience with chat/email support and navigating multiple systems.

High school diploma or GED required.

Experience in financial services, bookkeeping, banking, or tax support is a plus.

Tax Revenue Customer Service Representative

Provide best-in-class customer service to taxpaying customers by phone in a fast-paced environment.

Key Responsibilities:

Respond to various tax inquiries.

Utilize training and resources to solve problems related to tax procedures, filing, and payment requirements.

Access data using basic computer skills and communicate professionally while maintaining ethical and confidentiality standards.

PTIN Certification: Yes

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