Support professional customers through chat, messaging, and outbound calls by answering tax questions, helping gather documents, providing return updates, and guiding them through filing. Own customer issues through resolution, escalate when appropriate, meet service and efficiency goals, and share feedback to improve the product and customer experience.
The specialist will serve as the first point of contact for US taxpayers, resolving inquiries and prioritizing escalations. They will collaborate with tax, product, and engineering teams to ensure a seamless tax filing experience.
Review individual and business tax returns for accuracy and compliance while utilizing AI-enabled tools. Provide guidance to tax preparers and handle complex tax escalations to ensure a high-quality client experience.
Prepare individual and business tax returns while providing expert tax advice to clients via video calls. Manage the end-to-end client experience, including document collection and the use of AI-enabled tax software.
