Customer Service Representatives

This is a remote position.

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Job Description for Customer Service Representative

Responsibilities:

• Answer inbound calls and manage client inquiries
  
• Guide clients through appointment booking and document upload processes
  
• Verify and process client payments
  
• Respond to basic tax-related questions
  
• Route complex queries to appropriate departments
  
• Aim to resolve most queries within a 5-minute timeframe
  

Requirements:

• Fluency in English and Spanish (written and verbal)
  
• Excellent communication and customer service skills
  
• Basic understanding of tax preparation processes
  
• Proficiency in using computer systems and online portals
  
• Ability to work in a fast-paced environment during tax season
  
• Strong problem-solving skills and attention to detail
  

Schedule:

• Monday to Friday, 10am to 7pm Eastern with an hour unpaid break