Overview
This role involves providing customer support as a Tax Concierge Specialist (Seasonal). You will support Pro customers via chat, assist with tax questions, and guide clients through the filing process using the organization’s professional tax services embedded in financial partners’ sites.
- Employment type: Full time
- Location: US based
- Seasonal term: Starting January 11th, 2027 through April 30th, 2027
Responsibilities
- Support Pro customers via chat by answering tax questions, assisting with document gathering, and providing status updates on returns
- Respond to customers with warmth, patience, and professionalism, including customers who are frustrated, stressed, or navigating difficult personal situations
- Conduct customer outreach via messaging and outbound calls as filing deadlines approach
- Own customer issues through to resolution, including proactive follow-up and keeping customers informed
- Recognize when an issue needs escalation and route it according to process and policy
- Consistently meet or exceed goals for customer satisfaction, service quality, and operational efficiency
- Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as the organization scales
Requirements
- Strong customer service skills, with the ability to communicate clearly, patiently, and effectively in written and verbal formats
- Technical aptitude and problem-solving mindset—comfortable navigating multiple systems and adapting quickly to new technology
- Experience providing high-touch customer support over chat, messaging, or phone
- Familiarity with common tax forms and concepts
- Proficiency with digital tools, including customer portals, secure document sharing, and online communication platforms
- Self-starter mindset—comfortable with change, learning by doing, and motivated to help shape how taxes are supported
Preferred Qualifications
- Experience preparing tax returns, especially in high-volume settings
- Prior experience in a tax, accounting, or financial services support environment
Compensation & Benefits
Not specified in the provided description.
Location
US based.
Additional Requirements
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.