Tax Preparer

Straive; United States; On-site; USD 40,000 - 55,000; Full time

Job summary

Straive is seeking a Customer Service Associate to support tax software clients, handling phone, email, and chat inquiries related to moderate to complex system and content issues.

In this role, you will provide responsive support, troubleshoot and escalate as needed, document interactions, cross-train on products, participate in testing and process improvements, while maintaining confidentiality of customer information.

Qualifications

• Associate degree/2 years of college in business or related field, or relevant accounting/finance experience.
• Background in Business, Accounting or Finance preferred.
• Strong written and verbal communication skills.
• Customer-service and problem-solving abilities.

Responsibilities

• Provide customer support through phone, email, and chat.
• Troubleshoot, resolve, and escalated 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

Communication skills

Customer service

Problem solving

Multitasking

Education

Associate degree/2 years college

Business/Finance background

Tools

Salesforce

CCH Tax & Accounting

Job description

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.

Key Responsibilities

• Provide customer support through phone, email, and chat
• Troubleshoot, resolve, and escalated 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
• 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

Preferred Skills:

• Tax preparation or accounting experience is a plus
• Experience with CCH tax & accounting software is preferred but not mandatory
• Customer support/help desk experience is a plus
• Familiarity with Salesforce is preferred