Customer Service Technical Associate – Tax Content

Wolters Kluwer

Customer Service Technical Associate providing support for tax software clients via various channels. Resolve inquiries and document interactions in a customer relationship database.

Posted 5/6/2026full-timeKansas, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $30,800 - $56,525 per yearWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Handle phone, e-mail, and chat support for moderate to complex system or content issues; identify, resolve, and escalate issues when necessary; record these interactions in our customer relationship database.
Identify and document resolution to reoccurring inquiries.
Cross-train on other products and systems.
Participate in projects and as well as process improvement initiatives.
Provide general reports to management as requested.
Participate in product testing and review as required.
Secure and keep confidential product and customer data.
Other Duties: Performs other duties as assigned by supervisor.

Requirements

What you’ll need

Minimum: Associates Degree a business-related field OR equivalent Customer Service work experience.
OR 1 years of experience or knowledge in one or more of the following areas: accounting and bookkeeping; financials and reporting; sales and customer relationship management
OR 2 years of experience in a customer-facing role with the ability to build collaborative relationships using positive language and a service-oriented attitude.
Preferred: Educational background in Business, Accounting or Finance
Experience working with CCH tax and accounting software
Tax preparation or accounting experience
Experience working in a help desk or customer support environment
Use of SalesForce.com
Knowledge of tax, accounting and audit principles, practices and legislation/regulations.
Computer and internet skills including Microsoft office.
Service orientation - high commitment to meeting needs of customers and colleagues.
Strong communication skills both written and verbal.
Ability to diffuse and provide effective resolution to customer complaints.
Detail-oriented and able to handle multiple top priorities.
Ability to function in a fast-paced, collaborative, matrixed team environment.
Strong work ethic and passion for excellence.
Ability to work flexible schedule and manage overtime as required to meet objectives.

Benefits

Comp & perks

Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer relationship managementaccountingbookkeepingfinancial reportingtax preparationCCH tax and accounting softwareSalesForce.comMicrosoft Officehelp desk supportprocess improvement

Soft Skills

service orientationstrong communication skillscollaborative relationshipspositive languagedetail-orientedability to handle multiple prioritiesfast-paced environmentstrong work ethicpassion for excellenceflexible schedule

Certifications

Associates Degree in business-related field