Customer Service Representative (CSR 4)

I3 INFOTEK INC; Phoenix (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

A local administrative service provider is seeking a Customer Service Representative to handle taxpayer inquiries, process requests, and perform data entry functions. The role requires strong tax knowledge, attention to detail, and the ability to manage multiple systems while interacting with customers. The ideal candidate will have a high school diploma or equivalent and basic math skills, with proficiency in Excel and Google Workspace being preferred. This position is local to Phoenix, AZ and requires a security clearance.

Qualifications

• Strong tax knowledge and attention to detail required.
• Ability to manage multiple systems and customer interactions.

Responsibilities

• Handle taxpayer inquiries and process tax-related requests.
• Perform administrative duties and data entry functions.
• Respond to inquiries verbally and in writing.
• Utilize multiple databases for research.
• Maintain Administrative Support files and track workload metrics.

Skills

Basic math skills

Excel experience

Education

High School Diploma or equivalent

Tools

Google Workspace / Google Tools

Job description

Duration: 4 Months

Projected Start Date: January 19, 2026

Work Schedule: Monday–Friday, 8:00 AM – 5:00 PM (40 hours/week)

Education Requirement: High School Diploma or equivalent

Work Authorization & Security: Security clearance required; Local candidates only (Phoenix, AZ)

Position Summary

The Customer Service Representative (CSR 4) will support the Administrative Support Unit within AZDOR by handling taxpayer inquiries, processing tax-related requests, and performing administrative and data entry functions. This role requires strong tax knowledge, attention to detail, and the ability to manage multiple systems and customer interactions.

Key Responsibilities

• Review and process incoming collection and administrative email requests, including:
• Payment and return transfers
• Payment location and research
• Tax return modifications
• Low-volume returns
• Charge-off reports
• Federal extensions
• Delinquency clearance
• Re‑establish billing
• TAS entity updates
• Internal and external (600) refunds
• Account merges
• Process Review Items (PRI)
• Levies and 5009L certifications
• Prepare, file, review, and process Administrative Support documentation
• Compute payoff amounts and respond to general financial inquiries
• Answer incoming calls from taxpayers and internal staff
• Respond to inquiries verbally and in writing (email/letters)
• Research and resolve:
• Tax clearance applications
• Collections maintenance requests
• Debt set‑off inquiries
• Utilize multiple databases and internet‑based tools for research
• Perform accurate data entry into TAS and other internal/external systems
• Track individual production and monthly workload metrics
• Maintain and manage Administrative Support files
• Process weekly low‑balance lien release reports

Required Skills

• Basic math skills
• Excel experience

Preferred Skills

• Google Workspace / Google Tools