Customer Service Representative/CSR (Tax/Taxes)

22nd Century Technologies, Inc.; Phoenix (AZ); On-site; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a Customer Service Representative to join their team. In this role, you will be responsible for processing tax-related inquiries and providing administrative support. Your expertise in tax matters and proficiency with tools like Google and Excel will be essential for managing various requests and ensuring taxpayer issues are resolved efficiently. This position offers a chance to make a significant impact in a collaborative environment while honing your skills in customer service and administrative tasks. If you are detail-oriented and enjoy helping others, this opportunity is perfect for you.

Qualifications

• Experience in tax-related processes and administrative support.
• Strong proficiency in using Google tools and Excel for data management.

Responsibilities

• Review and process incoming collection email requests and tax returns.
• Answer calls and respond to inquiries from taxpayers and staff.
• Utilize databases for research and data entry.

Skills

Tax experience

Basic math skills

Proficiency with Google tools

Excel experience

Tools

Google Tools

Excel

Job description

Job Title:

Customer Service Representative/CSR (Tax/Taxes)

Pay Rate:

$20.00/hr. on W2 without benefits

Location:

Phoenix AZ 85007

Duration:

4 Months

Hours/Week:

40 hrs.

Shift Timing:

8:00 AM - 5:00 PM

Job Description:

• Review and process all incoming collection email requests, including: payment and return transfers, locate payments, modify tax returns, low volume returns, charge off report, federal extensions, clear delinquencies, re-establish billing, update entity in TAS, refunds, merge accounts, review items (PRI), process levies, 5009L certifications, and research miscellaneous requests to resolve taxpayers' issues.
• Prepare, file, review, and process Administrative Support documents, including computing payoff amounts and handling general financial inquiries related to Administrative Support.
• Answer incoming calls from taxpayers and internal staff.
• Respond by phone or in writing to all Administrative Support inquiries from internal and external customers, including research and response to line, tax clearance, collections, debt set-off requests, and other administrative requests.
• Utilize multiple databases and internet tools to perform research and review requests, and provide payoff requests.
• Enter data into the TAS database or other internal/external databases used by the Administrative Support Unit.
• Document individual production and monthly work processed within the Administrative Support.
• Manage retention of Administrative Support files, including weekly processing of the low balance lien release report.

Required Skills:

• Tax experience, basic math skills, proficiency with Google tools, and Excel experience.
• Experience with Excel.
• Proficiency with Google Tools.