Customer Service Representative – Tax Resolution
Position Type: In Office
Schedule: Full Time | 8 Hour Shifts
Compensation: Based on Experience + Performance Incentives
About Us
Five Star Tax is a fast growing tax resolution firm focused on helping individuals and businesses resolve IRS and state tax issues. We pride ourselves on strong systems, client communication, and delivering real results through structured processes and accountability.
We are looking for a professional, organized, and client focused Customer Service Representative to help support our clients and internal teams by creating a smooth and efficient client experience from the first point of contact through ongoing case support.
Responsibilities
Answer inbound calls from existing clients and assist with account updates
Route calls to the appropriate department including Case Managers, Settlement Officers, Tax Prep, and Resolution Teams
Assist with onboarding communication and Welcome Call follow-up
Help clients with client portal access and basic account questions
Collect and verify required documents and information from clients
Maintain detailed notes and updates inside Logics CRM
Monitor voicemails, missed calls, and follow-up tasks
Handle escalations professionally and ensure proper routing to management
Assist with appointment scheduling and internal coordination
Support general customer service needs across departments
Maintain confidentiality and professionalism with sensitive financial information
Preferred Experience
Customer service experience in tax relief, legal, mortgage, financial services, or office environments preferred
Experience working in high call volume or call center environments
Familiarity with Logics CRM, Salesforce, or similar CRM platforms is a plus
Tax resolution or tax preparation industry experience preferred but not required
Required Skills
Strong phone communication and professionalism
Attention to detail
Ability to multitask in a fast paced environment
Strong follow up and organization
Professional written and verbal communication
Basic computer and email skills
Ability to handle difficult conversations calmly and effectively
Strong note taking and documentation
Confidentiality and discretion with client accounts.
Pay: $20.00 - $23.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
