Tax Support Specialist

Job Summary

Providing essential support to customers, the full-time remote Tier 1 Tax Support Specialist will assist U.S. taxpayers with inquiries, prioritize escalations, and collaborate with cross-functional teams to resolve issues related to tax filing and documentation.

Key responsibilities

• Respond, prioritize, and resolve tax-related customer inquiries
• Assist customers in navigating their tax filing situations with empathy and understanding of federal and state tax forms
• Monitor tax workflow to proactively identify and address potential issues

Required qualifications

• 1-2 years of experience in customer support, preferably in a SaaS or technology environment
• Excellent written communication skills for explaining complex concepts clearly and empathetically
• Experience using customer support platforms such as Intercom, Zendesk, or Salesforce
• High school diploma or equivalent required; bachelor's degree preferred
• Ability to learn new systems and manage multiple priorities in a fast-paced environment