Tax Season Support Specialist
rose internationalTucson (AZ)
About the role
Tax Season Support Specialist Top 3 skills: Prior billing and/or operations experience (medical billing experience not relevant for this role) Ability to utilize multiple software apps Customer service skills/customer empathy (1-2+ years)
Essential Skills & Experience:
- Exceptional attention to detail: Proven ability to meticulously review documents and data for accuracy
- Strong analytical and discretionary skills: Ability to analyze information and make sound judgments regarding refund eligibility and escalation needs
- Excellent communication: Clear and professional communication, both written and verbal, for customer interactions and internal team updates
- Adaptability: The ability to pivot quickly between different tasks and responsibilities based on immediate business needs
Technology Requirements:
Proficiency in Google Suite: Experience using Google applications (Docs, Sheets, Gmail, etc.) for communication and documentation
Preferred Skills:
Familiarity with CRM and ERP Systems: Some experience with operational systems, particularly Salesforce and Oracle, is highly beneficial (1-2+ Years)
Job Details:
We are seeking a highly organized and detail-oriented Tax Season Support Specialist to assist our team during peak volume periods, primarily focusing on customer refund processing. This role ensures the efficient and accurate handling of customer-requested refunds and provides essential operational support during the busy tax season. The ideal candidate will have strong analytical skills, impeccable attention to detail, and experience utilizing key operational and CRM systems.
Duties:
Customer Refund Processing: Review and process a high volume of customer-requested refunds. This involves meticulously reviewing submitted receipts and supporting documentation to ensure data validity and compliance with refund policies
Incident Management & Escalation: Discern when customer incidents arising during the refund process or other interactions, require escalation to management or specialized teams
Volume Support & Cross-Functional Tasks: When refund volumes are low, the role will pivot to support other critical business operations, including: Responding to customer inquiries via email, Reviewing and validating Sales Tax Exemption Certificates, Performing light research on customer accounts to ensure accurate billing and responding to related customer inquiries
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