Tax Software Support Specialist

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

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.