Tax Support Agents
Core
Provide taxation support to clients by telephone and email for Thomson Reuters tax software for Professionals and Consumers.
Role type
Customer support agent (tax domain)
Builds
Thomson Reuters tax software products
Domain
Financial services / Taxation
Deliverable
client delivery
Required skills
income tax knowledge, active listening, problem-solving, communication (verbal & written), time management, customer service experience
Preferred skills
corporate income tax knowledge, trust tax knowledge, accounting cycle knowledge, H&R Block tax course certification
Technologies
tax software platforms
Responsibilities
Provide taxation support to clients by telephone and email, apply company policy and procedures to resolve routine customer issues, log orders from customers who would like to purchase products, participate in software quality control testing, write standard answers for frequently asked questions (FAQ), determine recurrent issues coming from clients and inform the supervisor
Seniority
Entry-level to Mid-level