Customer Service Representative / Tax Representative

Diverse Lynx is seeking a Customer Service Representative / Tax Representative to assist customers with tax preparation. The role involves answering questions, gathering information, and creating notes for a smooth transition to the filing agent.

Responsibilities:

• Help customers who want us to prepare their taxes
• Answering key questions
• Gathering key information and documents
• Creating key notes for a seamless transition to the filing agent
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your knowledge in the field of customer service
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals
• Participate in pilot testing, projects, and experience validations, as needed

Requirements:

• Minimum of a High School Diploma or GED
• 1+ years of Customer Service experience