Customer Support Representative - Tax Services

Description Position Overview: Our Customer Support Representatives (CSR) play a crucial role in supporting one of the world's leading tax preparation services. In this dynamic position, CSRs are the go-to expert for customers seeking guidance on tax preparation products and services. Whether it's through phone calls, emails, or chat interactions, they tackle a diverse range of tax-related inquiries with confidence and precision. Utilizing provided knowledge bases, tools, and resources, CSRs provide comprehensive support across multiple service lines Specific Responsibilities May Include: Provide advanced client support by communicating via phone, email or chat with external clients requiring assistance with tax-related products and servicesHandle routine tax questions and issues using provided knowledge bases and support toolsProcess and escalate client complaints according to established protocolsSchedule tax preparation appointments and assist with digital scheduling platformsSupport clients with office locations and general tax office informationTrack and communicate tax refund status information to clientsAssist with online account management, including troubleshooting login issues and digital platform navigationSupport identity protection services and address tax identity theft concernsGuide clients through tax preparation course enrollment and learning platform navigationProvide technical support for various tax-related software and digital toolsManage and track customer inquiries through appropriate systems and protocolsIdentify and escalate complex issues following established procedures, and partner with internal teams for issue resolution when neededMaintain current knowledge of tax-related products and services Required Experience, Skills & Competencies: 1+ years of professional working experience in one or more of the following fields; interactive customer service, technical support, travel/hospitality services, tax or financial services, healthcare or administrative operations.6+ months of previous call center experience preferredHigh school diploma or equivalentFluent in English (read, write, and speak at C1 level or higher) and if required for bilingual roles, fluent in both English (C1) and Spanish (B2) Strong Communication Skills With: Excellent verbal, written, and interpersonal communication skillsAbility to communicate clearly with simplicity, with a proper dose of empathyAbility to display those communication skills through multiple channels of support (phone, email, and chat)Professional phone demeanor with effective use of active listening skills and ability to communicate clearly with simplicity and empathy Excellent Customer Service Skills, With The Ability To: Build rapport and understand customer needs through appropriate probing questions in order to gain agreement and problem solve effectivelyMaintain empathy, composure, and a pleasant tone throughout every interactionEffectively problem solve with resilience and tenacity during challenging customer interactions while maintaining company standards and policies Technically Proficient With: Ability to learn, understand, and retain technical information quicklyKnowledge of Microsoft Windows, Safari, and mobile phone appsAbility to navigate web-based applicationsAbility to clearly communicate technical information to a non-technical audienceSkilled at researching using internal knowledge bases and public-facing documentationStrong time management skills with ability to manage multiple tasks while maintaining attention to detailProven success in complex work environments while utilizing multiple tools across different channelsAbility to work in a fast-paced environment and quickly adapt to changeStrong punctuality, dependability, and work ethic showcasing professionalismSelf-motivated with passion for meeting and exceeding personal performance targetsAdept at multi-tasking, particularly in navigating multiple computer systems and tasks concurrentlyMaintains professional demeanor while working under pressureReceptive to feedback and constructive criticismMinimum typing speed of 35 WPM with excellent spelling and grammarFlexibility to work a 40 hr work week during any day/any shift as needed within the program's hours of operation: 24 hours per day | 7 days a week (subject to change based on business needs)Must successfully complete a background check and employment verification Preferred Experience, Skills, & Competencies: Any College degree or certificate6+ months of previous call center experienceOne or more (1+) year(s) of specific experience in Technical (FTS) or Financial (FS) TELUS Values: TELUS recognizes and embraces the importance of values in our ever-changing workplace. To be successful, all applicants must demonstrate behaviors that are reflective of our values: We passionately put our customers and communities firstWe embrace changes and innovate courageouslyWe grow together through spirited teamwork At TELUS, we are committed to diversity and equitable access to employment opportunities based on ability. About Company: TELUS Digital is the customer experience transformation partner to the world's most admired brands. Our diverse team weaves data, technology, and human ingenuity to deliver differentiated customer journeys, drive operational effectiveness, and scale AI solutions with meaningful value and positive impact. We craft real-world solutions in the moments that matter, from customer acquisition to lifelong loyalty. Enabled by our global reach - spanning 78,000 experts in 33 countries - and deep industry expertise, we help over 600 organizations make the customer experience feel effortless. Our solutions span Data & AI, Digital Experience & IT, CX Management and Trust & Safety. At the core of our innovation is Fuel iX™, an enterprise-grade generative AI platform that helps clients safely access and optimize leading LLMs to scale their own AI from pilot to production. Equal Opportunity Employer Statement At TELUS Digital, we are proud to be an equal opportunity employer and are committed to creating a diverse and inclusive workplace. All aspects of employment, including the decision to hire and promote, are based on applicant's qualifications, merits, competence and performance without regard to any characteristic related to diversity. About Company: TELUS Digital is the customer experience transformation partner to the world's most admired brands. Our diverse team weaves data, technology, and human ingenuity to deliver differentiated customer journeys, drive operational effectiveness, and scale AI solutions with meaningful value and positive impact. We craft real-world solutions in the moments that matter, from customer acquisition to lifelong loyalty. Enabled by our global reach - spanning 78,000 experts in 33 countries - and deep industry expertise, we help over 600 organizations make the customer experience feel effortless. Our solutions span Data & AI, Digital Experience & IT, CX Management and Trust & Safety. At the core of our innovation is Fuel iX™, an enterprise-grade generative AI platform that helps clients safely access and optimize leading LLMs to scale their own AI from pilot to production. Equal Opportunity Employer Statement At TELUS Digital, we are proud to be an equal opportunity employer and are committed to creating a diverse and inclusive workplace. All aspects of employment, including the decision to hire and promote, are based on applicant's qualifications, merits, competence and performance without regard to any characteristic related to diversity. Back to previous page