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Robert Half - Escondido, CA

posted about 2 months ago

Full-time
Escondido, CA
Administrative and Support Services

About the position

The Customer Service Representative will provide efficient and accurate support during the tax season for a leading accounting firm in Escondido. The role focuses on addressing client queries related to tax filing, maintaining records, and ensuring smooth client service.

Responsibilities

  • Support clients by providing helpful information, answering questions, and responding to complaints.
  • Guide and advise customers regarding the tax preparation process.
  • Maintain a detailed record of customer engagements, comments, complaints, and actions taken.
  • Engage in customer service initiatives and strategies.

Requirements

  • High school degree or equivalent; higher degree in a related field preferred.
  • Prior experience in customer support roles, specifically in tax services.
  • Exceptional communication skills, both verbal and written.
  • Ability to multitask, prioritize, and handle periods of high volume.
  • Knowledge of CRM systems and practices.

Benefits

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • 401(k) plan
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