Tax Services Specialist
About the Role
We are seeking a customer-focused, detail-oriented professional who thrives in a fast-paced environment. The ideal candidate will demonstrate strong communication and problem-solving skills while delivering exceptional service to clients and ensuring accurate, timely completion of tax-related tasks.
Key Responsibilities
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Provide quality customer service to clients via phone, email, chat, and other communication channels.
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Accurately document all client interactions and maintain thorough case records.
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Follow up promptly on outstanding issues to ensure resolution within established Service Level Agreements (SLAs).
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Develop and maintain a strong working knowledge of company products, policies, and procedures.
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Prioritize and manage assigned tasks with a focus on time-sensitive, high-importance duties.
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Support internal and external clients with activities such as:
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Completing tax payments and filings
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Assisting with tax agency account registrations
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Researching and resolving tax notices
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Entering, verifying, and maintaining data
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Creating and managing spreadsheets and reports
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Utilize systems such as HRIS, Oracle, MasterTax, Prism, Salesforce, BNA, ClientSpace, and Microsoft Office Suite (training provided as needed).
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Uphold company values of integrity, service, innovation, partnership, accountability, and respect.
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Perform additional related duties as assigned.
Qualifications
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High school diploma or equivalent required; additional education preferred.
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2 years of professional work experience, preferably in a customer service or administrative setting.
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Payroll or tax-related experience strongly preferred.
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Exceptional attention to detail with a focus on accuracy and timeliness.
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Strong written and verbal communication skills.
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Ability to manage multiple systems and tasks simultaneously.
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Excellent customer service and interpersonal skills.
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Capable of working independently and prioritizing in a high-volume, deadline-driven environment.
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Familiarity with online research tools and knowledge bases is a plus.