TAXWELL

Customer Service Representative

TAXWELL

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Diagnose, troubleshoot, and resolve inquiries from tax professionals via phone
  • Interview end users to collect information and lead users through diagnostic and troubleshooting procedures
  • Identify, research, isolate, and resolve the majority of user problems
  • Partner with designated staff for advanced support on intricate issues and escalate as needed
  • Accurately document and track all customer interactions and resolutions and follow up on unresolved problems
  • Maximize positive relationships and customer experience by delivering exceptional, empathetic service
  • Adhere to established best practices, procedures, scripts, and management direction
  • Maintain consistent, reliable attendance and adherence to scheduled shifts
  • Support Drake Software customers by providing tools and support tax professionals need to build their businesses

Requirements

  • Minimum of 3 years prior experience using Drake Software
  • Drake Software and tax preparation experience
  • Navigational awareness and in-depth product navigation
  • Critical thinking skills
  • Basic computer and keyboarding skills
  • Strong customer service skills
  • Ability to build rapport and demonstrate empathy with customers through friendly, courteous and helpful interactions
  • Strong verbal and written communications skills (good grammar, active listening, voice and diction)
  • Strong reading comprehension
  • Commitment to Quality – strong attention to detail and accuracy
  • Ability to understand/comprehend varying levels of training and follow directions
  • Proven dependability and professionalism
Benefits
  • Remote Location - All States
  • Supportive, open, and inclusive atmosphere
  • Equal opportunity employment and nondiscrimination
  • Disability accommodation available during hiring process (contact HR)

ATS Keywords

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

Hard skills
Drake Softwaretax preparationbasic computer skillskeyboard skills
Soft skills
critical thinkingcustomer serviceempathyverbal communicationwritten communicationreading comprehensionattention to detaildependabilityprofessionalism
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