SMB Xpert

Taxact Smb Xpert Agent

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.

TaxAct is a leading digital tax filing platform which offers customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values : performance, perseverance, progress and partnership. TaxAct is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team.

This role will primarily support TaxAct as the organization helps everyday Americans file their taxes. We seek to build a team of experts in tax and technology who are customer advocates and have the mindset to reimagine the services our customers receive.

Position Summary

As a remote, seasonal TaxAct SMB Xpert agent, you will play an important role in delivering a delightful experience that seeks to unlock tax advantages for our Form 1065 and Form 1120-S customers by leveraging our tax expertise and exceptional communication and interpersonal skills. You will help TaxAct customers confidently file their taxes by providing expert guidance and advice, reviewing tax calculations, and clarifying questions within the online software. This is a seasonal, virtual, customer-facing role.

Essential Duties & Responsibilities

Major responsibilities of the seasonal TaxAct SMB Xpert position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Help customers understand, in everyday language, how tax rules apply to their specific tax return filing situation, including the filing of both federal and state tax returns.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice customer inquiries.
• Follow Circular 230, Internal Revenue Code, and Treasury Regulations, as well as any applicable state and local rules, regulations, and requirements governing the preparation of tax returns.
• Overall support of the TaxAct tax preparation related products through phone and written communication, as needed, providing a positive customer experience that instills customer confidence.
• Use discretion and professional judgment to understand which topics may be beyond the TaxAct Experts' knowledge and / or out of scope.
• Troubleshoot and resolve customer inquiries utilizing defined processes and procedures.
• Conduct tax research leveraging trustworthy sources to ensure the customer is receiving accurate information.
• Identify appropriate data entry points for various forms and tax documents.
• Use applications provided in conjunction with applicable equipment to interact with customers.
• Ability to work in an area free of distractions.
• At times, this role may be required to act as a subject matter expert to provide knowledge and expertise in a specific subject, business, or technical area to answer agent / customer questions.
• May be cross-trained on other product lines in order to support other queues, as needed.
• Additional job duties as needed.

Education & Experience

At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team.