Tax Concierge Specialist – Seasonal

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist Pro customers through chat by addressing tax-related inquiries.

• Aid in gathering documents and provide updates on the status of tax returns.

• Respond to customers with warmth, patience, and professionalism, even in challenging situations.

• Perform customer outreach through messaging and outbound calls as tax filing deadlines approach.

• Take ownership of customer issues until resolution, proactively follow up, and keep customers informed.

• Identify issues that need escalation and direct them according to established processes and policies.

• Achieve or surpass targets for customer satisfaction, service quality, and operational efficiency.

• Provide feedback to leadership and product teams to enhance the product, processes, and overall customer experience.

• Assist clients in navigating the filing process with April's integrated professional tax services.

⛳️ Requirements

• Position is based in the United States.

• Excellent customer service abilities, along with clear, patient, and effective communication skills, both written and verbal.

• Possess technical skills and a problem-solving attitude.

• Ability to manage multiple systems and quickly adapt to new technologies.

• Experience in delivering high-touch customer support via chat, messaging, or phone.

• Knowledge of common tax forms and concepts.

• Proficient with digital tools, including customer portals, secure document sharing, and online communication platforms.

• Self-motivated mindset and comfort with change, learning through experience.

• Experience in preparing tax returns, particularly in high-volume environments (preferred).

• Previous experience in tax, accounting, or financial services support (preferred).

• Must verify identity and eligibility to work in the United States.

• Reliable high-speed internet connection and a private, secure workspace suitable for handling sensitive client tax information.

• Access to a mobile or cell phone.

• Availability to work full-time Monday through Friday, from 9 AM to 5 PM, for the entire period from January 11 to April 30, 2027.

• Authorization to work in the United States.

• Must not require employment visa sponsorship now or in the future.

🏝️ Benefits

• Full-time seasonal role from January 11, 2027, to April 30, 2027.

• Opportunity for remote work.

• IT equipment and onboarding materials will be provided if hired.