Provide inbound support to customers using a major US consumer tax software platform.
Supporting customers through inbound phone and chat.
Guiding customers through tax software navigation and product usage.
Helping customers understand where to click, how to move through the software, and how to complete the next steps.
Assisting customers in locating prior-year tax returns, amendments, and account information.
Troubleshooting common “how-to” questions and basic technical issues using scripts, workflows, and knowledge base articles.
Identifying the correct issue and selecting the right support workflow or solution.
Maintaining accurate notes, tags, and documentation for every interaction.
Escalating issues outside Tier 1 support scope to senior support or tax expert teams.
Delivering empathetic, professional customer service while handling sensitive customer information securely.

Be physically located within the United States
Be legally authorized to work in the United States
Be 18 years of age or older
Hold a High School Diploma, GED, or equivalent
Speak fluent or native-level English
Have strong written and verbal communication skills
Be comfortable working evenings, weekends, and varying shifts if required
Be able to work in a structured, performance-driven remote environment
Be willing and able to complete the required background screening
Supporting customers with products such as Intuit TurboTax or similar tax software or related consumer software products
Guiding customers through tax return workflows and software navigation
Assisting customers by phone and chat
Helping customers find previous returns, amendments, and account details
Troubleshooting basic technical or product questions
Escalating more complex tax or technical issues appropriately
Working with sensitive financial or personal information in a secure environment

Seasonal Tax Support Agent

Key skills