Tax Specialist – Remote Contract

About the role

The Tax Specialist provides phone, email and chat support to business and individual users of tax software. Working remotely on a 3‑4 month contract, the role handles moderate to complex inquiries during either a 9 AM‑6 PM ET or 11 AM‑8 PM ET shift.

Key responsibilities

• Respond to tax software client questions via phone, chat and email, resolving moderate to complex issues.
• Identify, document and, when necessary, escalate problems while recording interactions in the CRM system.
• Document solutions to recurring inquiries and cross‑train on additional products and systems.
• Participate in projects, process‑improvement initiatives and product testing.
• Prepare and deliver ad‑hoc reports for management.
• Maintain confidentiality of product and customer data.
• Perform other duties as assigned.

Required profile

• Associate’s degree or two years of college coursework in a business‑related field, or at least one year of experience in accounting, bookkeeping, financial reporting, or sales/CRM.
• Experience with tax preparation, accounting, or help‑desk/customer support environments is preferred.
• Strong communication skills, service orientation and the ability to work in a fast‑paced, collaborative matrix team.

Required skills

• CCH tax software
• Salesforce.com
• Microsoft Office suite