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TAXWELL

via Workday

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Customer Service Representative Drake User

Anywhere
full-time
Posted 9/9/2025
Direct Apply
Key Skills:
Drake Software
Tax preparation
Customer service
Troubleshooting
Communication

Compensation

Salary Range

$40K - 60K a year

Responsibilities

Provide phone support to tax professionals using Drake Software by diagnosing and resolving software issues.

Requirements

Minimum 3 years experience with Drake Software and tax preparation, strong customer service and communication skills, and basic computer proficiency.

Full Description

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. Drake Software is a leading digital tax filing platform which offers customers professional 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. Drake Software 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 Drake Software as we provide the tools and support tax professionals need to build their businesses and attract new clients. We are an organization of problem solvers continually looking for solutions to support our customers. Our customers know they can rely on Drake Software for comprehensive product excellence and value. POSITION SUMMARY: For over 40 years, Drake Software LLC has designed, developed and distributed automated tax preparation solutions for tax professionals and is looking for seasonal agents who have Drake Software and tax preparation experience to help support our clients. ESSENTIAL DUTIES & RESPONSIBILITIES: Diagnose, troubleshoot, and resolve inquiries from tax professionals via phone, ensuring prompt and accurate solutions. Interviews end user to collect information about problem and leads user through diagnostic and troubleshooting procedures to provide resolution. Provide comprehensive support by identifying, researching, isolating, and resolving the majority of user problems. For intricate issues, partner with designated staff to facilitate appropriate advanced support and resolution. Accurately document and track all customer interactions and resolutions for continuous improvement and follow-up on any unresolved problems timely. Maximize positive relationships and customer experience through delivering exceptional, empathetic service in every interaction. Adhere to established best practices, procedures, scripts, and direction provided by management. Maintain consistent, reliable attendance and adherence to your schedule for all shifts. EDUCATION & EXPERIENCE: Minimum of 3 years prior experience using Drake Software Navigational awareness, critical thinking skills Basic computer and keyboarding skills required Strong customer service skills required Ability to build rapport and demonstrate empathy with customers through friendly, courteous and helpful interactions Strong verbal and written communications skills required (good grammar, active listening, voice and diction) Strong reading comprehension and critical thinking skills required NEEDED ATTRIBUTES & COMPETENCIES: Minimum of 3 years' proficient experience with Drake Software, including in-depth product navigation and utilization Navigational awareness, critical thinking skills Basic computer and keyboarding skills required Strong customer service skills required Ability to build rapport and demonstrate empathy with customers through friendly, courteous and helpful interactions Strong verbal and written communications skills required (good grammar, active listening, voice and diction) Strong reading comprehension and critical thinking skills required A genuine desire to help others and a commitment to providing excellent service NEEDED ATTRIBUTES & COMPETENCIES: Commitment to Quality – strong attention to detail and accuracy Ability to clearly and concisely communicate both in written and oral formats Ability to understand/comprehend varying levels of training and follow directions Committed to consistently meeting and exceeding client expectations Proven dependability and professionalism 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. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients. https://bit.ly/taxwellapplicantprivacynotice

This job posting was last updated on 9/11/2025

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