Customer Service Representative

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🔥 18 hours ago

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TaxAct

51 - 200 employees

💸 Finance

💳 Fintech

🛍️ eCommerce

Finance • Fintech • eCommerce

TaxAct is an online tax preparation service that provides users with the tools and resources to file their taxes easily and accurately. With options for free and paid tax filing products, TaxAct caters to a diverse range of tax situations, including personal, business, freelance, and investment income. The platform also offers expert assistance from credentialed tax professionals to ensure users maximize their refunds and navigate complex tax scenarios with confidence.

📋 Description

• Diagnose, troubleshoot, and resolve inquiries from tax professionals via phone, ensuring prompt and accurate solutions. • Interviews end user to collect information about problem and leads user through diagnostic and troubleshooting procedures to provide resolution. • Provide comprehensive support by identifying, researching, isolating, and resolving the majority of user problems. • For intricate issues, partner with designated staff to facilitate appropriate advanced support and resolution. • Accurately document and track all customer interactions and resolutions for continuous improvement and follow-up on any unresolved problems timely. • Maximize positive relationships and customer experience through delivering exceptional, empathetic service in every interaction. • Adhere to established best practices, procedures, scripts, and direction provided by management. • Maintain consistent, reliable attendance and adherence to your schedule for all shifts.

🎯 Requirements

• Minimum of 3 years prior experience using Drake Software • Navigational awareness, critical thinking skills • Basic computer and keyboarding skills required • Strong customer service skills required • Ability to build rapport and demonstrate empathy with customers through friendly, courteous and helpful interactions • Strong verbal and written communications skills required (good grammar, active listening, voice and diction) • Strong reading comprehension and critical thinking skills required

🏖️ Benefits

• Exceptional, empathetic service • Comprehensive product excellence and value • Ability to work with a supportive team • Commitment to diversity and inclusion

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