Tax Masters Customer Service Jobs in Houston

The Customer Service Representative provides outstanding service to clients by answering inbound and making outbound calls quickly and accurately. The Customer Service Representative provides a single point of contact for responding to case inquiries related to status, selected data changes, required forms, information and documenting all inquires and any corresponding action taken. The Customer Service Representative is Tax Masters’ face to the customer. The role requires a customer-centric attitude and excellent communication skills.

Primary Responsibilities

• Exercise patience in dealing with customers who are under duress and who face consequences from the IRS
• Answer inbound and make outbound calls
• Conduct case analysis with assigned clients in a timely manner
• Alert clients of issues with account and educate clients on IRS concerns
• Set up appointments for conference calls, meetings and financial interviews for other staff members and clients
• Review notices and letters from the IRS
• Send direct reminder emails to staff regarding scheduled appointments
• Review payment status of an assigned load of cases
• Initiate phone calls to clients to obtain information or documents requested by other departments and advise clients of account status
• Closeout accounts when all services are rendered and forward file to appropriate department
• Document and update system with all conversations and actions taken on the case

Knowledge and Skill Requirements

• One or more years of customer service, call center, collections or related experience.
• Excellent communication, customer service, follow-up and people skills
• Computer and administrative skills required including faxing, copying, emailing and data entry
• Previous IRS experience is a plus
• Ability to work in a fast-paced environment
• High school diploma or equivalent required, some college preferred

Apply online today!

Want to see more open jobs? Check out the main Tax Masters Careers page.