Customer Service Representative I

TaxAct; Greenville (SC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Paid vacation and sick days

Job summary

Taxwell in Greenville, SC is seeking a Customer Service Representative I to support Drake Software tools used by tax professionals. You will troubleshoot inquiries by phone, email, and live chat, diagnose root causes, and guide users to solutions with empathy and clear communication.

The role emphasizes accurate documentation, adherence to scripts, reliable attendance, and a collaborative, growth‑oriented team culture.

Qualifications

• High School diploma or GED or equivalent experience.
• Strong customer service and data entry skills.
• Proficiency with common computer applications.
• Experience in telemarketing or retail preferred.
• Ability to build rapport and demonstrate empathy.

Responsibilities

• Diagnose, troubleshoot, and resolve technical inquiries from tax professionals via phone, email and live chat.
• Interviews end user to determine root cause and guide through troubleshooting steps.
• Document and track all interactions and resolutions for continuous improvement.

Skills

Customer service

Phone etiquette

Data entry

Empathy

Education

High School diploma or GED

Job description

Customer Service Representative IThis website uses cookies to optimize your experience and analyze how our site is used. To manage cookies, choose from the options “Accept Cookies” or “Decline”. Please visit the Taxwell Applicant Privacy Notice for more information about our privacy practices.### Customer Service Representative IApply: Greenville, SC: Full time: Posted 2 Days Ago: R0003812Taxwell 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. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.Drake Software is a leading digital tax filing platform which offers customers professional digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Drake Software is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team.This role will primarily support Drake Software as we provide the tools and support tax professionals need to build their businesses and attract new clients. We are an organization of problem solvers continually looking for solutions to support our customers. Our customers know they can rely on Drake Software for comprehensive product excellence and value.**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. Our customers trust Drake Software for comprehensive product excellence and value.* Diagnose, troubleshoot, and resolve technical inquiries from tax professionals via phone, email and live chat, ensuring prompt and accurate solutions.* Interviews end user to determine root cause of the problem and leads user through troubleshooting and diagnostic procedures to identify a resolution.* Handles 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 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.**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.*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. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.**Taxwell is 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. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.**If you need assistance or accommodation due to a disability, you may contact us at* *[e-mail]* *or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.*