Customer Support Representative (Tax)

Location: Remote

Employment Type: Contract (4 Months)

Shift Timings (CT): 8:00 AM - 05:00 PM ET, 9:00 AM–6:00 PM ET, 10:00 AM – 7:00 PM ET

Responsibilities

• Assist business, individual tax software, and practice clients by resolving moderate to complex inquiries.
• Client Support: Resolve tax and software inquiries via phone, chat, and email using internal knowledge bases and support guides.
• Issue Management: Identify, document, and escalate complex system or content issues while logging interactions in CRM (Salesforce).
• Continuous Improvement: Participate in product testing, process improvement initiatives, and cross-train across various platforms.
• Data Security: Ensure absolute confidentiality and security of product and customer data.

Minimum Qualifications

• Associate Degree / 2 years of college in a business-related field OR 1+ years of experience in accounting, bookkeeping, financial reporting, or sales/CRM.
• Solid understanding of basic tax, accounting, and audit principles.
• Strong written and verbal communication skills with a customer-first mindset.
• Ability to thrive in a fast-paced environment, manage multiple priorities, and work flexible/overtime hours as needed.

Preferred Qualifications

• Degree in Business, Accounting, or Finance.
• Hands-on experience with CCH tax & accounting software or Salesforce.
• Background in tax preparation, accounting, or tech/helpdesk support.

Benefits

• Work remotely from the comfort of your home.
• Gain hands-on