What are the responsibilities and job description for the Tax Software Customer Service Representative position at Boulder Connect?
Role: Tax Support Associate
Responsibilities
Responsibilities
- Assist customers with using tax software and related financial products.
- Answer tax and product questions via phone, chat, or email.
- Guide users through filing processes and troubleshoot common software issues.
- Research solutions using company tools and knowledge bases.
- Document customer interactions and escalate complex cases when necessary.
- Stay informed on tax changes and contribute customer insights to product teams.
- Strong communication skills to effectively assist customers.
- Ability to troubleshoot technical issues and provide clear guidance.
- Willingness to learn and stay current on tax regulations.
- Team-oriented mindset in a collaborative environment.