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TA

TAXWELL

via Workday

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Customer Service Representative OLTP

Anywhere
full-time
Posted 11/25/2025
Direct Apply
Key Skills:
Customer Service
Written Communication
Computer Literacy
Attention to Detail
Problem Solving
Verbal Communication
Client Expectations
Team Collaboration

Compensation

Salary Range

$Not specified

Responsibilities

The Seasonal Online Tax Product Customer Care Agent evaluates and answers incoming email and live chat requests from users requesting assistance with our online tax product. The role requires providing courteous support and educating users on the basic use of the online tax product.

Requirements

Candidates must have a high school diploma or equivalent and basic computer skills. Strong customer service and communication skills are required, along with a commitment to quality and professionalism.

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. The Seasonal Online Tax Product (OLTP) Customer Care Agent evaluates and answers incoming email and live chat requests from users requesting assistance with our online tax product. The ideal candidates are responsible for evaluating and answering incoming email and live chat requests from users requesting assistance with our online tax product. Must have the ability to provide courteous support at all times. Excellent written communication required. Must be willing to become an expert user of our online software. Educates users on the basic use of our online tax product. Consults with department manager and other team members when needed to resolve issues Takes on responsibility of gaining more advanced knowledge in specific subjects as assigned. Must be computer literate and be comfortable interacting with web sites. SKILL AND EDUCATIONAL REQUIREMENTS: High School diploma or general education degree (GED); or related experience and/or training: or equivalent combination of education and experience required Basic computer and keyboarding skills required Prior experience in telemarketing, retail background or customer relations preferred Strong customer service skills required (friendly, courteous and helpful) Strong verbal communications skills required (good grammar, voice and diction) Reading fluency required NEEDED ATTRIBUTES/COMPETENCIES: Commitment to Quality – strong attention to detail and accuracy Ability to clearly and succinctly communicate both in written and oral formats Ability to understand/comprehend varying levels of training and follow directions Concern and desire to meet/exceed client/customer expectations Proven dependability and professionalism #LI-DNI 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 11/26/2025

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