Customer Service Representative – Tax Software jobs in United States
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InteLogix · 9 hours ago

Customer Service Representative – Tax Software

InteLogix is a trusted leader in providing innovative solutions and exceptional services. The role involves solving problems and delivering excellent customer service to Tax professionals seeking software support, while maintaining accurate records and adhering to call center procedures.

ConsultingCustomer Service

Responsibilities

Field inbound calls from Tax professionals seeking software support
Ask probing questions to determine the root cause of the issue
Clearly communicate technical information and troubleshooting steps to customers with varying levels of technical understanding
Maintain accurate records of customer interactions, problem resolutions, and follow-up actions in the call log database
Exercise patience, empathy, and active listening skills to understand and address customer needs and concerns
Escalate complex issues to senior support staff or technical teams as needed
Adhere to call center procedures, scripts, and quality standards

Qualification

Customer service experienceTechnical troubleshootingCommunication skillsTyping proficiencyBasic tax knowledgeEmpathyActive listeningProblem-solving

Required

18 years of age or older with a High School Diploma or GED
Tech-savvy with the ability to navigate multiple windows and tabs while delivering top-tier customer support over the phone
Typing proficiency of 35 WPM with accuracy
Minimum 1 year of customer service experience required
Excellent attendance, ensuring you're there when our customers need you
Solid understanding of computer hardware, software, operating systems, and basic networking principles. Ability to troubleshoot common computer-related issues
Ability to analyze customer issues, identify root causes, and determine appropriate solutions
Proven ability to apply logic and reasoning to resolve complex customer problems
Excellent phone etiquette and verbal communication skills with the ability to articulate technical information clearly and concisely
Ability to compose professional and grammatically correct email responses, both internally and externally as needed
Demonstrated ability to actively listen to customer concerns and gather relevant information
A genuine ability to empathize with customers and handle challenging conversations with poise and professionalism
A strong commitment to providing outstanding customer service and exceeding customer expectations

Preferred

2 years of call center experience preferred
Basic tax knowledge is strongly preferred

Benefits

Paid Training
Medical, Dental, and Vision Insurance
Paid Time Off
Employee Discounts
Career Advancement

Company

InteLogix

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InteLogix is a provider of integrated solutions, utilizing state-of-the-art technology to provide outstanding customer experiences.

Funding

Current Stage
Late Stage

Leadership Team

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Dennis Mara
Chief Financial Officer
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Brad Batig
Chief Compliance Officer & General Counsel
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Company data provided by crunchbase