Customer Service Representative I

TASL TaxAct Admin Services, LLC; Greenville (SC); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid vacation and sick days

Paid holidays

401(k) with company match

Job summary

TASL TaxAct Admin Services, LLC in Greenville, SC, is seeking a dedicated individual to support tax professionals with technical inquiries. This role involves troubleshooting client issues via phone and chat, ensuring prompt and accurate solutions, and maintaining customer relationships. The position offers a comprehensive benefits package, including medical, dental, generous paid days off, and a 401(k) with company match, all in a supportive and collaborative culture.

The ideal candidate will possess strong customer service skills, a High School diploma or GED, and experience in customer relations. Join us in providing exceptional service to our clients!

Qualifications

• High School diploma or equivalent required.
• Proficiency with essential computer applications and accurate data entry skills required.
• Prior experience in telemarketing, retail or customer relations preferred.

Responsibilities

• Support tax professionals by troubleshooting and resolving technical inquiries.
• Document and track customer interactions for continuous improvement.
• Maintain consistent and reliable attendance for all shifts.

Skills

Customer service skills

Verbal communication skills

Data entry skills

Empathy

Education

High School diploma or GED

Related experience/training

Job description

Position Summary

This role supports Drake Software in delivering the tools and services tax professionals rely on to grow their business and serve their clients. We are a team dedicated to providing excellent customer service by efficiently troubleshooting and resolving all client inquiries. Diagnosing, troubleshooting, and resolving technical inquiries from tax professionals via phone, email, and live chat, ensuring prompt and accurate solutions. Interviewing end users to determine the root cause of the problem and leading users through troubleshooting and diagnostic procedures to identify a resolution. Handling problem recognition, research, isolation, resolution, and follow-up for most user problems, partnering with designated staff on more complex problems to ensure customers receive appropriate advanced support. Accurately documenting and tracking all customer interactions and resolutions for continuous improvement and following up on any unresolved problems in a timely manner. Maximizing positive relationships and customer experience through delivering exceptional, empathetic service in every interaction. Adhering to established best practices, procedures, scripts, and direction provided by management. Maintaining consistent, reliable attendance and adherence to your schedule for all shifts.

Essential Duties & Responsibilities

• High School diploma or general education degree (GED); or related experience and/or training or equivalent combination of education and experience required.
• Proficiency with essential computer applications and accurate data entry skills required.
• Prior experience in telemarketing, retail background, or customer relations preferred.
• Strong customer service skills required.
• Ability to build rapport and demonstrate empathy with customers through friendly, courteous and helpful interactions.
• Excellent verbal communication skills, including clear articulation, a professional phone presence, and active listening.
• Strong reading comprehension and critical thinking skills required.

Comprehensive Benefits

Beyond competitive compensation, we invest in our team with a comprehensive benefits package designed to support your well‑being and growth. This includes medical, dental, vision, and life insurance, generous paid vacation and sick days, paid holidays, and a 401(k) with company match. You'll thrive in our fun, collaborative, and supportive culture, with opportunities for continuous learning and career development.

Equal Employment Opportunity

At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law.