Technical Tax Customer Service Representative

Welcome to TaxGoddess.com, the most vibrant professional services firm on the planet! We’re all about providing top-notch solutions to our clients and having a blast while doing it. We’re looking for a superstar with a keen analytical mind and a passion for work to help our team reach new heights.

Our Global team hires the very best and we are committed to creating exceptional results where everyone is respected and has access to equal opportunity. New ideas can come from everywhere in the organization and we know the next big idea could be yours! Does this sound like you? Don’t let this opportunity pass you by! Learn more below!

About the company

Tax Goddess (https://TaxGoddess.com)

Solid, growing, and lively/fun USA CPA firm. We have been in the business for over 19 years, and are ranked Top 1% of Tax Strategists in the USA. We are a progressive, 100% digital CPA Firm, so cloud computing and basic tech skills are required!

The perfect person for our firm is:

Detail-oriented, flexible, and motivated. You are the right fit if you have a proven ability to adapt and manage effectively in a fast-paced, challenging environment and manage multiple, often competing priorities. A person who invests deeply in their work is curious, and eager to learn with exceptional communication skills, both written and verbal, and active listening abilities will succeed with us.

Job Summary:

As a Tax Goddess Technical Tax Customer Service Representative, you will be responsible for addressing and resolving discrepancies in client tax returns with the Internal Revenue Service (IRS). You will serve as a liaison between clients and the IRS, ensuring that any issues or discrepancies are promptly and accurately addressed. This role requires exceptional attention to detail, pleasant accurate and calming customer service skills, and a thorough understanding of tax regulations and procedures (we will train on complex cases).

Responsibilities:

• Conduct follow-up calls to clients regarding discrepancies or issues identified in their tax returns by the Internal Revenue Service (IRS).
• Communicate with clients in a professional and empathetic manner, addressing their concerns and providing guidance on the steps needed to resolve tax discrepancies.
• Collaborate with clients to gather necessary information and documentation to address IRS inquiries or audits.
• Liaise with the IRS on behalf of clients, including submitting documentation, responding to inquiries, and advocating for timely resolution of tax discrepancies.
• Maintain accurate records of all communications and actions taken regarding client tax discrepancies, ensuring proper documentation and progress tracking.
• Provide updates to clients on the status of their IRS follow-up process, including any developments or additional requirements.
• Assist clients in understanding IRS notices, letters, and communications, explaining their implications and guiding them through the appropriate response process.
• Work closely with Tax Goddess team members, including tax professionals and support staff, to coordinate efforts and ensure a seamless client experience.
• Stay informed about changes to tax laws, regulations, and IRS procedures relevant to client tax discrepancies, updating knowledge and skills as needed.
• Uphold confidentiality and security protocols when handling sensitive client information and communicating with the IRS.

Qualifications:

• A bachelor’s degree in accounting, finance, or business administration or a related field is preferred.
• Previous experience in customer service, preferably in a law firm, CPA firm, Financial Advisory, or similar environment.
• Strong understanding of tax regulations, IRS procedures, and tax return preparation.
• Excellent communication skills, both verbal and written, with the ability to convey complex tax concepts clearly and understandably.
• Exceptional interpersonal skills with a focus on empathy, patience, and professionalism when interacting with clients and IRS representatives.
• Detail-oriented approach with the ability to accurately review and analyze tax documents and correspondence.
• Proficiency in using computer systems and software applications, including Google Suite, CRM, database, and communications tools. (Insightly, Slack, and Intercom are all significant +)
• Ability to multitask and prioritize tasks effectively in a fast-paced environment.
• Familiarity with IRS systems and processes for resolving tax discrepancies is preferred.
• Willingness to adapt to changes in procedures, regulations, and technology to deliver high-quality customer service.

A few perks to consider once hired include:

• Permanent Work from home.
• We offer consistent and reliable work hours, and therefore compensation, sought after by most freelancers and independent contractors. A full-time position with us requires work at a minimum of 40 to 50 hours per week. 
• This opportunity provides great USA exposure for finance enthusiasts or those curious about this field.
• Paid training. Training isn’t just necessary to our company, it is vital. We ensure that our staff develops skill sets that allow them to perform a broader range of work. We ensure no one is left behind.
• Equal Staff Opportunity. No company politics.
• Our company embodies a culture of appreciation. We don’t take for granted our teams’ fantastic work.
• Collaborative environment: Our team integrates 13 divisions of expertise. We ensure staff can give help and get help when they need it. This allows the opportunity to interact with people from a wide variety of global cultures.
• Work-life balance. We conduct games, movie nights, fun activities & events to bring the team closer together and ensure a close culture is created & maintained.
• We strive to streamline our systems & processes. We provide incentives based on performance and novel ideas implemented.
• To ensure our firm’s security, we can only consider candidates with a Windows operating machine. Having Windows Pro would be a significant advantage. If you are a Mac user and wish to apply, please note that you will need to acquire a Windows operating machine once you are accepted to perform the job with us.
• Staff Referral Bonus Program: A $200 incentive for every qualified candidate who stays with us for more than 90 days.

Working Hours: 

• Our USA business hours include MANDATORY overlap (8:00 am to 5:00 noon Arizona time) Our business hours for operations in the USA are from 8:00 am to 5:00 pm Mountain Standard Time (MST) in Arizona. Your specific or flexible duty hours will be discussed with your Head of Department (HOD).
• Hours for some departments may be fixed or may vary depending on the tasks/projects involved.
• Billable teams ( Bookkeepers, Tax preparers, Customer care, and admins ) expect to work at least 50 hours per week during tax season, and weekends could be required. 
• We need someone available for on-call emergencies (outside of normal working hours. Only when needed).

If you can confidently demonstrate that you meet the criteria above, please apply by putting  “super-badass-enthusiastic Technical Tax Customer Service Representative”. Submissions without this will be ignored.

No CHATGPT Responses to all assessments. 

System requirements :

• Internet Speed: At least 10mbps
• CPU: Core i5 (10th generation minimum) or i7 (10th generation minimum)
• RAM: Minimum of 16GB
• Storage: Minimum 256GB SSD or 500GB HDD
• Operating System: Windows 10/11 Pro. If you have genuine Windows 11 Home, the company will assist with upgrading to Windows 11 Pro.
• Audio: A good quality headset preferably equipped with noise cancellation
• Video: A laptop/PC with webcam or a good-quality webcam

Make your mark. Apply today!

Tax Goddess provides equal contractor opportunities to applicants and staff without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, under applicable law.