Job Closed
This listing is no longer active.
Founded in 2022 through the merger of Drake Software and TaxAct, Taxwell is a leading tax technology company that serves over 90,000 tax professionals and 3 million individual file
B2B Support
Location
United States
Posted
23 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
B2B Support
Taxwell
Role Description 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. As a seasonal B2B Support agent, you will play an important role in delivering a delightful experience that unlocks every tax advantage for our customers by leveraging your customer service, technical, and tax expertise along with your exceptional communication and interpersonal skills. Qualifications - TaxAct Professional user strongly preferred. - Bachelor’s degree in accounting or computer-related field or equivalent education, training, or work experience preferred. - 2 plus years of tax preparation experience or equivalent preferred. - A minimum of 2 years of experience with Internet browsers & Microsoft Windows operating systems. - B2B experience a plus. - Excellent written and verbal communication skills. - Attention to detail. - Ability to multitask. - Strong problem-solving skills. - Excellent time management skills. - Typing skills – 25+ WPM required. - Must have (or be willing to obtain) a private, dedicated hardwired internet connection. Requirements - Responsible for support operations for the TaxAct Professional product lines through phone and email. - The scope of support includes: - Program connectivity - Program compatibility - Program navigation - Program usability - Program installation - General product knowledge - Provide backup support for Professional Sales as needed. - Provide professional and friendly support to all external and internal customers. - Troubleshoot and research customer issues and, when appropriate, clearly communicate them to your supervisor for a quick resolution. - Provide timely phone and email support responses to TaxAct customers. - Communicate trending issues to management. - Based on customer interactions, propose needed responses for the knowledge database. - Routinely promote teamwork and foster collaboration. - Convey a professional and positive image internally and externally. - Cross train and assist on different queues as needed to support overall operation and business demands. - Additional job duties as needed. Benefits - Supportive, open, and inclusive atmosphere. - A team that values your contributions.
Related Guides
Related Categories
Related Job Pages
More Customer Support Jobs
Customer Experience Operations Specialist
Vena SolutionsTake your entire business from reactive to proactive with the leading AI-Powered Complete FP&A Platform.
• Support customer experience strategy & operations development by serving as a trusted advisor for the customer experience team. • Assist with the ongoing activities of administration, configuration, and support of our CX technology stack. • Generate, analyze and leverage data and insights to identify opportunities to improve speed, quality, efficiency, effectiveness, forecasting and customer experience. • Take active ownership in identifying the trends and opportunities via reporting and analysis, technology improvements, and lead initiatives to overcome gaps and challenges to its successful completion. • Research, design and collaborate with stakeholders to implement solutions for initiatives, inclusive of software implementations, custom workflows and processes, and reporting solutions • Collaborate with cross-functional partners such as Finance, Product and Technology, and Marketing to drive improvements to the customer experience team performance, cohesion and efficiency. • Respond to routine internal team requests and support the successful resolution of issues
Travel Care & Support Specialist
HopesglobalgetawaysHopes Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons, cruises, family vacations, and luxury getaways. We partner with top global travel brands to design seamless, memorable travel experiences for clients worldwide. Our mission is to help travelers plan unforgettable vacations while offering flexible, remote opportunities for individuals who are passionate about travel and customer service.
Role Description Our company is expanding its remote workforce and is currently seeking proactive, service-oriented individuals to join us as Travel Care & Support Specialists. In this position, you'll help clients stay organized and informed throughout the travel planning process by assisting with trip coordination, reservation tracking, and customer support needs. This opportunity is ideal for individuals who enjoy helping people, handling details efficiently, and working independently from home. Full training and continued guidance are available, making this a great opportunity for those looking to grow professionally in a flexible remote environment. - Support clients with planning requests, travel preferences, and scheduling details - Coordinate travel-related services such as accommodations, transportation, cruises, and activities - Review availability and booking selections through approved supplier systems - Keep travelers updated on reservation progress, confirmations, and itinerary information - Respond to questions and service requests through email, phone, and online messaging tools - Assist with changes, adjustments, and follow-up communication when needed - Maintain organized client files and accurate planning records within internal platforms - Participate in virtual onboarding sessions, team meetings, and continued learning programs Qualifications - Strong communication and client service skills - Excellent organization and attention to detail - Ability to multitask and work independently in a virtual setting - Comfortable using email, online systems, and basic computer applications - Reliable internet connection and professional work habits - Previous experience in hospitality, customer support, administration, retail, or scheduling is helpful but not required Requirements - Must be at least 18 years of age - Applicants must be authorized to work within the United States, United Kingdom, Mexico, Australia, Spain, or approved hiring regions Benefits - Remote work opportunity with flexible scheduling - Comprehensive onboarding and training resources - Ongoing mentorship and skill development support - Access to travel systems, supplier partnerships, and planning tools - Eligibility for travel-related rewards, incentives, and discount programs - Career growth opportunities within a supportive remote team
Travel Support & Client Services Specialist
HopesglobalgetawaysHopes Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons, cruises, family vacations, and luxury getaways. We partner with top global travel brands to design seamless, memorable travel experiences for clients worldwide. Our mission is to help travelers plan unforgettable vacations while offering flexible, remote opportunities for individuals who are passionate about travel and customer service.
Role Description Our remote team is continuing to grow, and we're currently looking for motivated individuals who enjoy helping others and keeping things organized to join us as Travel Support & Client Services Specialists. In this role, you'll assist clients with coordinating travel arrangements, managing important trip details, and providing helpful support throughout the planning process. This position is ideal for individuals who are customer-focused, detail-oriented, and comfortable working independently in a remote environment. Whether your background is in hospitality, customer support, administration, scheduling, or retail, this opportunity provides full training and ongoing guidance to help you succeed. - Assist clients with organizing travel plans based on preferences, schedules, and budgets - Coordinate reservations for hotels, cruises, transportation, tours, and activities - Research travel options and availability using approved supplier and booking platforms - Provide clients with updates regarding confirmations, itinerary progress, and travel details - Respond to client questions through email, phone, and online communication systems - Help manage itinerary adjustments, follow-up requests, and service-related updates - Maintain accurate records and organized documentation within internal systems - Attend virtual onboarding sessions, team trainings, and professional development meetings Qualifications - Strong communication and interpersonal skills - Organized with excellent attention to detail - Ability to multitask and stay self-motivated while working remotely - Comfortable using email, online platforms, and basic computer systems - Reliable internet connection and professional communication habits - Previous experience in customer service, hospitality, administration, scheduling, support services, or retail is helpful but not required Requirements - Must be at least 18 years of age - Must be authorized to work within the United States, United Kingdom, Mexico, Australia, Spain, or other qualified hiring regions Benefits - Fully remote work opportunity - Flexible scheduling options - Step-by-step onboarding and training support - Continued mentorship and development resources - Access to travel industry tools, supplier systems, and planning platforms - Eligibility for travel-related incentives and discount programs - Advancement opportunities within a growing remote team
Customer Experience Journey Advisor
HopesglobalgetawaysHopes Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons, cruises, family vacations, and luxury getaways. We partner with top global travel brands to design seamless, memorable travel experiences for clients worldwide. Our mission is to help travelers plan unforgettable vacations while offering flexible, remote opportunities for individuals who are passionate about travel and customer service.
Role Description We are currently expanding our virtual operations team and are looking for service-minded, detail-focused individuals to join us as Customer Experience Journey Advisors. In this remote role, you'll help clients throughout the travel planning experience by assisting with trip coordination, answering questions, and ensuring arrangements are handled efficiently and accurately. This opportunity is ideal for individuals who enjoy working with people, organizing information, and building strong customer relationships in a flexible work-from-home environment. Training and continued support are provided for all team members. Key Responsibilities - Work with clients to review travel preferences, schedules, and vacation goals - Assist with organizing travel arrangements including lodging, transportation, cruises, and activities - Research and compare available options through approved booking and supplier systems - Share updates related to reservations, confirmations, and itinerary progress - Provide professional support through phone, email, and online communication platforms - Handle service requests, booking updates, and itinerary modifications when needed - Maintain accurate records and organized documentation within internal systems - Participate in virtual onboarding sessions, training programs, and team meetings Qualifications - Strong communication and customer support skills - Organized with excellent attention to detail - Comfortable working independently in a virtual environment - Familiarity with email, online systems, and basic computer applications - Reliable internet connection and professional attitude - Previous experience in hospitality, retail, administration, scheduling, or customer-facing roles is helpful but not required Requirements - Must be at least 18 years of age - Applicants must be legally authorized to work within the US, UK, Mexico, Australia, Spain, or approved hiring regions Benefits - Fully remote work opportunity - Flexible scheduling options - Structured onboarding and ongoing training resources - Access to travel coordination tools and supplier partnerships - Eligibility for incentive programs, discounts, and travel-related perks - Supportive remote team environment with advancement opportunities
