The Liberty Tax mission is to be trusted locally and respected nationally as the best choice for professional tax services. In keeping with that mission, we are an organization built on
REAL
values:
R
elational- We are committed to building authentic relationships by fostering collaboration, inclusion & focus on mutual success and trust.
E
xcellent- We strive for excellence in all we do by taking pride in the products and services we provide. We go the extra mile.
A
ccountable- We are an organization of accountability- acting with a clear sense of ownership by conducting ourselves and our business with the highest standard of transparency, honesty & fairness.
L
ocal- We make an impact locally- The people we help are not just our customers, they're our neighbors and we're here to serve them.
Position Responsibilities/Duties/Functions/Tasks
Take customer calls - provide accurate, satisfactory answers to their queries and concerns
De-escalate issues involving dissatisfied customers, offer patient assistance and support
Call clients and potential customers and aid in scheduling appointments
Review client accounts - provide updates and information about their tax return
Responding to all client inquiries in a polite, professional, and timely manner
Place outbound calls
Document customer comments and feedback in the appropriate systems
Expresses initial greeting at the front desk, as needed
Answers and transfers phone calls
Data entry
Internal mail and package distribution
Other duties as assigned
Position Skills and Qualifications
Strong verbal and written communication, interpersonal and organization skills
Interpersonal skills to create a pleasant experience for all customers, such as being personable and attentive
Comfortable working in fast paced environment
Verbal written communication skills to interact clearly with clients, vendors, and other employees
Time management skills to prioritize and complete task daily
A patient and empathetic attitude
Adaptability and Flexibility in a change of pace work environment
Computer literacy - Working knowledge of Windows Professional and Microsoft Office Suites
Phone experience, including the ability to handle multi-dimensional phone systems
Previous experience in a fast-paced, highly structured environment
Ability to work both independently and within a team
Bilingual in Spanish is preferred, not required
Flexible to work nights and weekends as necessary
Minimum of a high school diploma or a GED
Physical Demands and Work Environment
Position requires working at a desk at the corporate office for periods of time up to eight hours
Will require working weekends and some Holidays
Employee Acknowledgement
This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, work load, or technological developments).
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