Job Description

Position Description: Tax Compliance Call Center Agent (Remote)

Objective:

Professionally and courteously serve customers by handling inbound telephone calls related to Individual and Business tax compliance, delinquency, and general inquiries. Candidates should be service-oriented with a strong sense of integrity and a positive attitude.

Job Responsibilities

• Answer high volume inbound calls in a fast-paced environment.
• Resolve Tier 1 issues related to tax matters.
• Review and manage taxpayer accounts.
• Collect, verify, and update key account information during calls.
• Educate taxpayers about online resources and current tax policies.
• Submit payment arrangement requests.
• Document all actions in multiple systems.
• Participate in team engagement and training activities.
• Consistently meet performance benchmarks.

Required Skills

Ability to multitask efficiently.

• Basic proficiency with Microsoft Word, Excel, and Google Workspace.
• Strong basic math skills (add, subtract, multiply, divide).
• Excellent verbal and written communication.
• Strong interpersonal and customer service skills.
• Good retention and learning ability.
• Creative problem-solving mindset.
• Highly organized and goal-oriented.

Preferred Skills

• Spanish-speaking candidates preferred.

Experience Requirements

Required:

• At least 1 year of recent experience in a fast-paced call center, preferably national.
• Industries: Finance/Banking, Insurance, Telecommunications (not technical support).

Preferred:

• Background in banking, process improvement, or advanced customer service roles.
• Demonstrated experience using basic math in a customer support setting.

Education

Required:

• High School Diploma or equivalent.

Preferred:

• Associate’s Degree or higher.

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