Job Description

Position: Tax Services Specialist

Location: Rochester, NY

Shift: M-F approximately 8am to 5pm EST

Job Summary

We are seeking a customer-centric, detail-oriented professional who will thrive in a fast-paced environment

while demonstrating communication and problem-solving skills.

Deliver quality customer service to the agency's clients via phone, e-mail, chat, and other modes of communication including documentation of all interactions.

Timely follow up on outstanding items to ensure resolution of issue in alignment with the agency's Service Level Agreement (SLA).

Develop and maintain working knowledge of the company's products, policies, and procedures.

Maintains prioritization and organization of assigned tasks with a significant focus daily, time-sensitive duties.

Responsibilities may vary based on assignment and may include internal or external client support, completion of payments and filings, assisting clients with tax agency account registrations or related tasks, tax notice research through resolution, data entry, spreadsheet creation, and data verification.

May use systems such as HRIS, Oracle, MasterTax, Prism, Salesforce, BNA, ClientSpace, and Microsoft Office products; existing knowledge is helpful but not required.

Demonstrate the company's values of integrity, service, innovation, partnership, accountability, and respect.

Other duties as assigned.

Job Qualifications

High School graduate or equivalency.

2+ years of working experience.

Payroll or tax experience preferred.

Attention to detail with focus on accuracy, completeness, and timeliness.

Strong written and verbal communication skills.

Ability to manage multiple systems and tasks simultaneously.

Excellent customer service and interpersonal skills.

Ability to work independently and prioritize in a high-volume, deadline-driven environment.

Familiarity with online knowledge bases and research tools

Job Type: Contract

Pay: $22.00 - $23.00 per hour

Expected hours: 40 per week

Work Location: In person