Future Opening: Seasonal Call Center Team Member/Lead

Benefits

• Employee discounts
• Flexible schedule
• Training & development

Responsibilities

• Handle inbound calls, chats, and emails per day from customers regarding tax software and refund programs.
• Make outbound calls to clients confirming appointments for offices across the region.
• Affiliate with consumers with refund advance programs and troubleshoot account issues.
• Accurately document all customer interactions for trend analysis and quality assurance.
• Maintain high service levels and call quality standards.
• Collaborate with team members and leadership to ensure positive customer experience.

Requirements

• 1+ years of customer service experience (call center preferred).
• Tax preparation experience is preferred. (willing to train the right candidate)
• Experience with chat/email support and navigating multiple systems.
• High school diploma or GED required.
• Experience in financial services, bookkeeping, banking, or tax support is a plus.