Tax Concierge Specialist - Seasonal

3 нед. назад

30–33 USD / часСШАRemote

chat supportcustomer servicetax knowledgecommunication

Support pro customers with tax questions and guide them through the filing process via chat in a seasonal role.

is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, ’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, ’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.

is looking for customer-focused Tax Concierge Specialists - Seasonal who thrive in fast-paced environments, adapt quickly, and care about delivering great service. In this role, you'll support pro customers via chat, assist with tax questions, and help guide clients through the filing process using 's professional tax services, which are embedded in our financial partners' sites. You'll be a part of a collaborative team where we build, learn, and iterate quickly, and your insights help shape the experience we deliver. This is a full time, US based position starting on January 11th, 2027 through 30th, 2027. Sound like you? Let's change how taxes get done.
Support Pro customers via chat by answering tax questions, assisting with document gathering, and providing status updates on their returns
Respond to every customer with warmth, patience, and professionalism, including those who are frustrated, stressed, or navigating difficult personal situations
Conduct customer outreach via messaging and outbound calls as filing deadlines approach
Own customer issues through to resolution, following up proactively and keeping customers informed along the way
Recognize when an issue needs escalation and route it according to process and policy
Consistently meet or exceed goals for customer satisfaction, service quality, and operational efficiency
Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale

Strong customer service skills with the ability to communicate clearly, patiently, and effectively in written and verbal formats
Technical aptitude and problem-solving mindset—comfortable navigating multiple systems and adapting quickly to new technology
Experience providing high-touch customer support over chat, messaging, or phone
Familiarity with common tax forms and conceptsProficient with digital tools including customer portals, secure document sharing, and online communication platforms
Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry

Experience preparing tax returns, especially in high-volume settings
Prior experience in a tax, accounting, or financial services support environment
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.