Support Pro customers via chat by answering tax questions, assisting with document gathering, and providing status updates on their returns
File individual tax returns and manage rejected returns through resolution
Conduct customer outreach via messaging and outbound calls as filing deadlines approach
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 we scale

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 preparing returns in high volume settings preferred
Proficient with digital tools including customer portals, secure document sharing, and online communication platforms
Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry

Tax Support Specialist – Temporary

Key skills