Product Specialist II - Navigation, RH

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July 10

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TaxAct

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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.

51 - 200 employees

💸 Finance

💳 Fintech

🛍️ eCommerce

📋 Description

• Overall support of the TaxAct products through phone and chat, providing a positive customer experience. • Provide professional and friendly support to our customers who are working on their tax returns with product/software inquiries. • Troubleshoot and apply defined practices, procedures, and company policies to troubleshoot and resolve product and tax support customer inquiries. • Utilize and leverage government websites and toolkits to seek out and deliver the right answer to the customer. • Provide timely phone support to TaxAct customers. • Communicate trending issues to management. • Based on customer interactions, propose updates to the knowledge database. • Routinely promote teamwork and foster collaboration. • Convey a professional and positive image internally and externally. • Additional job duties as needed.

🎯 Requirements

• A minimum of 2 years of experience with Internet browsers & Microsoft Window’s operating systems. • Basic knowledge of tax laws and tax concepts. • 2 plus years of tax preparation experience or equivalent preferred. • Experience providing support in a call center environment is a plus (WFH or on-site). • Excellent written and verbal communication skills. • Attention to detail. • Ability to multitask. • Critical thinking and strong problem-solving skills. • Excellent time management skills. • Helps to maintain a positive work environment. • Typing skills – 25+ WPM required. • Must have (or be willing to obtain) a private, dedicated hardwired internet connection.