Job Description:
We are seeking a highly organized and detail-oriented Tax Season Support Specialist to assist our team during peak volume periods, primarily focusing on customer refund processing.
This role ensures the efficient and accurate handling of customer-requested refunds and provides essential operational support during the busy tax season. The ideal candidate will have strong analytical skills, impeccable attention to detail, and experience utilizing key operational and CRM systems.
Key Responsibilities:
Customer Refund Processing: Review and process a high volume of customer-requested refunds. This involves meticulously reviewing submitted receipts and supporting documentation to ensure data validity and compliance with refund policies.
Incident Management & Escalation: Discern when customer incidents arising during the refund process or other interactions, require escalation to management or specialized teams.
Volume Support & Cross-Functional Tasks: When refund volumes are low, the role will pivot to support other critical business operations, including:
Responding to customer inquiries via email.
Reviewing and validating Sales Tax Exemption Certificates.
Performing light research on customer accounts to ensure accurate billing and responding to related customer inquiries.
Essential Skills & Experience:
Exceptional Attention to Detail: Proven ability to meticulously review documents and data for accuracy.
Strong Analytical and Discretionary Skills: Ability to analyze information and make sound judgments regarding refund eligibility and escalation needs.
Excellent Communication: Clear and professional communication, both written and verbal, for customer interactions and internal team updates.
Adaptability: The ability to pivot quickly between different tasks and responsibilities based on immediate business needs.
Technology Requirements:
Familiarity with CRM and ERP Systems: Some experience with operational systems, particularly Salesforce and Oracle, is highly beneficial.
Proficiency in G-Suite: Experience using applications (Docs, Sheets, Gmail, etc.) for communication and documentation.
Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.