Job Description

Our continued growth is your opportunity to join a dynamic organization with industry leading software solutions. SurePrep creates workflow automation solutions for the tax industry. Our software support team assists clients through phone, email and chat. During off peak months, this role also works on projects to enhance our service and assists other departments when possible. This position requires a customer orientated outlook, good written and verbal communication, and critical thinking skills. SurePrep provides excellent benefits, competitive compensation and a great work culture.

KEY RESPONSIBILITIES

· Assist clients in their use of SurePrep software products

· Write professional responses using proper grammar, spelling and punctuation.

· Assess technical issues, troubleshooting, and identify solutions.

· Educate and coach customers on best practices for using SurePrep’s products and services.

· Efficiently respond to customer contacts via email, chat and phone, maintaining composure during challenging situations.

· Complete tasks and projects as assigned by management.

REQUIREMENTS

· At least one year of experience in a customer support role

. Experience in tech support

· Excellent communication skills

· Must be proficient in Microsoft Office

· Experience with Zendesk or a similar ticketing system is a plus

Company Description

TaxCaddy is a product developed in-House at SurePrep LLC for iPhones, Android, web and tablets. TaxCaddy provides web interface to CPA and Consumer. A mobile interface for consumers only with CPA mobile APP on the roadmap. TaxCaddy makes gathering tax documents and sharing them with CPA easy. TaxCaddy retrieves 1099s, 1098s and W-2s automatically. Upload or snap photos of tax documents year-round and store them with bank vault security. Electronically sign tax documents and connect directly to various financial institutions.