Taxpayer Success Specialist

Bosun; Bluffton (SC); On-site; USD 34,440 - 37,195; Full time

Benefits offered by this job

Healthcare coverage

401(k) plan

PTO package

Job summary

Bosun is seeking a detail-oriented Customer Success Representative for a government-focused role in Bluffton, SC. You will be the primary contact for taxpayers, handling in-person, phone, and email inquiries while processing payments with precision.

You’ll balance daily transactions, reconcile payments, and resolve discrepancies, all while adhering to policy and compliance standards. Strong Excel/Outlook and high-volume experience are essential, with a HS diploma and valid driver's license

Qualifications

• Minimum 5 years of customer service experience in a professional office setting (not retail-only).
• At least 2 years handling payments, billing, cash balancing, or financial transactions
• Strong proficiency in Microsoft Excel and Outlook (intermediate level or higher)
• Demonstrated ability to work accurately with numbers and reconcile transactions
• Proven track record of handling high-volume customer interactions professionally
• High School Diploma or GED
• Valid driver’s license

Responsibilities

• Serve as the primary point of contact for taxpayers (in-person, phone, email)
• Accurately process and balance tax payments and daily transactions
• Investigate and resolve payment discrepancies and exceptions
• Communicate clearly and professionally to resolve customer inquiries
• Maintain strict adherence to policies, procedures, and compliance standards
• Support team operations, including cross-branch coverage and additional administrative tasks

Skills

Customer service

Payments handling

Excel

Outlook

Data accuracy

High-volume interactions

Education

High School Diploma or GED

Associate’s degree or higher in Business/Finance

Job description

Bosun is seeking a detail-oriented Customer Success Representative for a government-focused role in Bluffton, SC. You will be the primary contact for taxpayers, handling in-person, phone, and email inquiries while processing payments with precision.

You’ll balance daily transactions, reconcile payments, and resolve discrepancies, all while adhering to policy and compliance standards. Strong Excel/Outlook and high-volume experience are essential, with a HS diploma and valid driver's license