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Taxwell

Customer Service Representative

RemoteUnited States only
Published
Role
Support
Experience
Mid
Salary not disclosed
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Seasonal agents with Drake Software and tax preparation experience needed to support clients. Must have 3+ years of Drake Software experience, strong customer service, critical thinking, and communication skills. Role involves troubleshooting tax professional inquiries via phone.

Required skills

Drake Software

What you'll do

  • 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.

What they require

  • 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
  • Minimum of 3 years' proficient experience with Drake Software, including in-depth product navigation and utilization
  • 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
  • A genuine desire to help others and a commitment to providing excellent service
  • Commitment to Quality – strong attention to detail and accuracy
  • Ability to clearly and concisely communicate both in written and oral formats
  • Ability to understand/ comprehend varying levels of training and follow directions
  • Committed to consistently meeting and exceeding client expectations
  • Proven dependability and professionalism

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund.

FintechEnterprise
Salary not disclosed