Tax Support Specialist

Job Description

Provide exceptional customer service through various communication channels including phone, email, and chat, while ensuring all interactions are thoroughly documented. Proactively follow up on pending issues to ensure timely resolution in accordance with service level agreements. Effectively manage and prioritize assigned tasks, with particular attention to time-sensitive responsibilities each day.

Responsibilities

• Provide assistance to internal and external clients based on assigned responsibilities.
• Process payments and complete required filings accurately and on time.
• Support clients with tax agency account registrations and related administrative tasks.
• Investigate and resolve tax notices through thorough research and follow-up.
• Perform data entry, create and manage spreadsheets, and verify data for accuracy.
• Utilize various systems and tools including HRIS, Oracle, MasterTax, Prism, Salesforce, BNA, ClientSpace, and Microsoft Office Suite.

Essential Skills

• High school diploma or equivalent required.
• Minimum of 2 years of experience in a related field.
• Strong customer service orientation.
• Proficient in providing administrative support.
• Skilled in accurate and efficient data entry.
• Experienced in working with spreadsheets and data organization.

Additional Skills & Qualifications

• Previous experience in payroll or tax is preferred.
• Demonstrates strong attention to detail with an emphasis on accuracy, completeness, and meeting deadlines.
• Excellent written and verbal communication abilities.
• Capable of managing multiple systems and tasks concurrently.
• Outstanding customer service and interpersonal skills.
• Self-motivated with the ability to prioritize effectively in a fast-paced, high-volume environment.
• Comfortable navigating online knowledge bases and utilizing research tools.

Work Environment

Work onsite in the Rochester office headquarters approximately from 8am to 5pm in a fast-paced environment.