Customer Support Representative

Straive; Town of Texas (WI); On-site; USD 25,000 - 36,000; Full time

Job summary

Straive is hiring a Customer Service Associate (Tax) for a 3-4 month contract to support tax software clients globally.

The role involves handling phone, email, and chat inquiries, troubleshooting issues, documenting interactions, and cross-training on products and systems. A strong background in business/finance and familiarity with Salesforce or tax software is preferred. The environment is fast-paced and requires multitasking.

Qualifications

• Associate’s degree/2 years of college in a business-related field or relevant experience in accounting, bookkeeping, financial reporting, or sales/CRM.
• Background in Business, Accounting, or Finance preferred.
• Tax preparation or accounting experience is a plus.
• Experience with Salesforce and tax software is preferred.
• Strong written and verbal communication skills.
• Customer support or help desk experience is a plus.

Responsibilities

• Provide customer support through phone, email, and chat.
• Troubleshoot, resolve, and escalate issues when required.
• Document customer interactions and recurring resolutions.
• Cross-train on products and systems.
• Participate in product testing and process improvement initiatives.
• Maintain confidentiality of customer and product information.

Skills

Customer support

Phone support

Email support

Chat support

Communication skills

Problem solving

Multi-tasking

Education

Associate degree/2 years of college

Tools

Salesforce

CCH tax & accounting software

Job description

Straive is hiring a Customer Service Associate (Tax) for a 3-4 month contract opportunity.

About the Role

The Customer Service Associate will support business and individual tax software clients by handling phone, email, and chat inquiries related to moderate to complex system and content issues.

• Provide customer support through phone, email, and chat
• Troubleshoot, resolve, and escape issues when required
• Document customer interactions and recurring resolutions
• Cross-train on products and systems
• Participate in product testing and process improvement initiatives
• Maintain confidentiality of customer and product information

What We're Looking For

• Associate’s degree/2 years of college in a business-related field, or relevant experience in accounting, bookkeeping, financial reporting, or sales/CRM
• Background in Business, Accounting, or Finance preferred
• Tax preparation or accounting experience is a plus
• Experience with CCH tax & accounting software is preferred
• Customer support/help desk experience is a plus
• Familiarity with Salesforce is preferred
• Strong written and verbal communication skills
• Strong customer-service and problem-solving skills
• Ability to work in a fast-paced environment and manage multiple priorities

If you have experience in tax, accounting, customer support, or tax software, this could be a great opportunity to leverage your skills in a global organization.