Customer Service Representative

Job not on LinkedIn

🕒 September 15

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

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Logo of TaxAct

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 • Interview end users to collect problem information and guide them through diagnostic and troubleshooting procedures • Identify, research, isolate, and resolve the majority of user problems • Partner with designated staff on intricate issues requiring advanced support and resolution • Document and track customer interactions and resolutions • Follow up timely on unresolved problems • Deliver exceptional, empathetic service and maximize positive customer relationships • Follow established best practices, procedures, scripts, and management direction • Support Drake Software customers and the tools tax professionals need to build their businesses and attract new clients

🎯 Requirements

• Minimum of 3 years' prior/proficient experience using Drake Software, including in-depth product navigation and utilization • Basic computer and keyboarding skills • Strong customer service skills • Ability to build rapport and demonstrate empathy with customers • Strong verbal and written communication skills, including good grammar, active listening, voice, and diction • Strong reading comprehension and critical thinking skills • Navigational awareness • Commitment to quality, attention to detail, and accuracy • Ability to understand varying levels of training and follow directions • Commitment to meeting and exceeding client expectations • Dependability and professionalism • Reliable attendance and adherence to scheduled shifts

🏖️ Benefits

• Supportive, open, and inclusive atmosphere • Equal opportunity employment • Disability accommodations available during the hiring process

Apply Now

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