Tax Preparer / Tax Support Specialist / Tax Service Advisor / Tax Intake Specialist / Tax Customer Service Representative

Diverse Lynx is seeking a compassionate and highly motivated Tax Customer Service Representative with strong communication skills. In this role, you will assist customers with preparing their tax returns and ensure a smooth handoff to the tax filing team.

Responsibilities:

• Assist customers who need help with tax preparation services
• Answer customer inquiries and provide clear guidance regarding the process
• Gather required information and documentation from customers
• Create detailed notes to ensure a seamless transition to the tax preparation team
• Deliver high-quality customer interactions that build trust and confidence
• Maintain accurate documentation of customer interactions
• Work toward achieving company KPIs and performance goals
• Participate in pilot programs, testing initiatives, and other projects as required

Requirements:

• Minimum High School Diploma or GED
• At least 1+ year of customer service experience
• Strong verbal and written communication skills
• Ability to handle customer inquiries professionally and empathetically
• Comfortable working in a remote environment and managing tasks independently