WHO WE ARE: * We are a rapidly growing national tax resolution company focused on helping clients with their tax related issues including tax debt relief, tax return preparation, bookkeeping & more.* We take great pride in our team which consists of highly skilled tax preparers, enrolled agents, attorneys, CPAs & much more.* We have offices in both Los Angeles & Orlando.* Visit us our website www.anthemtaxservices.com* We are BBB accredited.* We are very focused on conducting our work ethically & with high level of integrity.* Continuous improvement is what we always strive for.
JOB DESCRIPTION: * Daily outbound & inbound calls to & from our clients.* Respond to customer inquiries & requests via telephone, email & chat in a timely fashion.* Document all inquiries, requests, resolutions and follow-up tasks in our CRM system.* Investigating client matters by reviewing case files in our CRM & extensive interaction with our various employees (i.e., Case Managers, Enrolled Agents, Tax Preparers & more).* Collecting client information &/or documents on an as-needed basis.* Help Marketing with our client review process.* Create all billable analysis of work conducted on a case on an as-needed basis.* Work closely with management & other department team members on escalated matters.* Help Accounting reply to chargebacks.* Heavy focus on client retention.* Other work as-needed.
MINIMUM QUALIFICATIONS: * Minimum 2 years of customer service experience is required (in an office environment, not retail)* Previous experience as a customer service lead or manager a plus.* Previous tax case manager experience a plus.* Previous tax industry experience highly preferred.* Previous experience using a CRM system is highly preferred (i.e., Salesforce, Logics, MS Dynamics, ZenDesk, NetSuite, etc)* Experience working with inbound/outbound call centers.* Excellent interpersonal & communication skills.* Work with a sense of urgency & accountability.* Advanced level of phone skills (i.e., well spoken, active listener, empathetic, proper grammar & vocabulary)* Proficient in Microsoft Word & Excel as well as PC &/or Mac.
WHAT WE OFFER: * Paid Time Off (Vacation, Sick, Holidays)* Medical/Dental/Vision* 401(k) with employer match Job Type: Full-time Pay: $21.00
– $24.00 per hour Benefits: * 401(k)* 401(k) Matching* Dental Insurance* Flexible Schedule* Health Insurance* Paid Time Off* Vision Insurance Schedule: * 8 Hour Shift* Day shift* Monday to Friday Supplemental Pay: * Bonus Pay COVID-19 considerations:After medical clearance, you will work in our socially-distanced office in Woodland Hills.
Experience: * call center: 2 years (Required)* customer service: 2 years (Required) Education: * High school or equivalent (Required) Work authorization: * United States (Required) Work Location: * One location Communication method(s) used: * Email* Phone* Chat Benefit Conditions: * Waiting period may apply* Only full-time employees eligible Work Remotely: * No