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TaxAct

Customer Service Representative

TaxAct

Customer Service Representative assisting tax professionals with inquiries about Drake Software. Responsible for troubleshooting and resolving issues while delivering exceptional service.

Posted 6/25/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Diagnose, troubleshoot, and resolve inquiries from tax professionals via phone, ensuring prompt and accurate solutions.
  • Interviews end user to collect information about problem and leads user through diagnostic and troubleshooting procedures to provide resolution.
  • Provide comprehensive support by identifying, researching, isolating, and resolving the majority of user problems.
  • For intricate issues, partner with designated staff to facilitate appropriate advanced support and resolution.
  • Accurately document and track all customer interactions and resolutions for continuous improvement and follow-up on any unresolved problems timely.
  • Maximize positive relationships and customer experience through delivering exceptional, empathetic service in every interaction.
  • Adhere to established best practices, procedures, scripts, and direction provided by management.
  • Maintain consistent, reliable attendance and adherence to your schedule for all shifts.

Requirements

What you’ll need
  • Minimum of 3 years prior experience using Drake Software
  • Navigational awareness, critical thinking skills
  • Basic computer and keyboarding skills required
  • Strong customer service skills required
  • Ability to build rapport and demonstrate empathy with customers through friendly, courteous and helpful interactions
  • Strong verbal and written communications skills required (good grammar, active listening, voice and diction)
  • Strong reading comprehension and critical thinking skills required

Benefits

Comp & perks
  • Exceptional, empathetic service
  • Comprehensive product excellence and value
  • Ability to work with a supportive team
  • Commitment to diversity and inclusion

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
troubleshootingdiagnostic procedurescustomer interaction documentationproblem resolution
Soft Skills
customer serviceempathycommunicationactive listeningrapport buildingcritical thinkingreading comprehension