1

Tax Customer Service Representative Jobs (NOW HIRING)

Annual earnings include base salary, monthly standard bonus plan, and annual tax preparation bonus ... The Customer Service Representative is expected to PREPARE FOR MANAGEMENT. The company views all ...

Intuit Customer Service

Akron, OH

$15.25 - $20.75/hr

Customer Service Representative Job Duties: Interact with Turbo Tax customers via phone, focusing on tax related questions, data entry and navigation Research, analyze and determine an appropriate ...

Annual earnings include base salary, monthly standard bonus plan, and annual tax preparation bonus ... The Customer Service Representative is expected to PREPARE FOR MANAGEMENT. The company views all ...

Annual earnings include base salary, monthly standard bonus plan, and annual tax preparation bonus ... The Customer Service Representative is expected to PREPARE FOR MANAGEMENT. The company views all ...

Annual earnings include base salary, monthly standard bonus plan, and annual tax preparation bonus ... The Customer Service Representative is expected to PREPARE FOR MANAGEMENT. The company views all ...

next page

Showing results 1-20

Tax Customer Service Representative information

See salary details

$9

$18

$26

How much do tax customer service representative jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for tax customer service representative in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What is the difference between Tax Customer Service Representative vs Tax Preparer?

AspectTax Customer Service RepresentativeTax Preparer
Required CredentialsBasic tax knowledge, customer service skillsTax preparation certification or IRS credentials often preferred
Work EnvironmentCall centers, customer support centers, remoteTax offices, accounting firms, freelance
Employer & Industry UsageTax firms, financial institutions, government agenciesTax preparation companies, independent practice
Common Search & ComparisonCustomer support roles in tax industryTax filing and preparation services

While both roles involve working within the tax industry, a Tax Customer Service Representative primarily handles client inquiries and provides support related to tax services, often requiring strong customer service skills. A Tax Preparer actively prepares and files tax returns, often needing specific certifications. The roles differ mainly in responsibilities and credentials, but both are essential in the tax services sector.

What are the key skills and qualifications needed to thrive as a Tax Customer Service Representative, and why are they important?

To thrive as a Tax Customer Service Representative, you need a solid understanding of tax regulations, strong problem-solving abilities, and typically a high school diploma or equivalent. Familiarity with tax preparation software, CRM systems, and secure data handling platforms is often required. Exceptional communication, patience, and attention to detail set top performers apart in this role. These skills and qualities are essential for accurately resolving tax-related inquiries, ensuring compliance, and delivering excellent customer support.

What are some common challenges faced by Tax Customer Service Representatives during peak tax season?

During peak tax season, Tax Customer Service Representatives often experience higher call volumes, increased client inquiries, and tight deadlines. Managing multiple complex cases simultaneously while maintaining accuracy and professionalism can be challenging. Additionally, staying updated on frequent tax regulation changes and effectively communicating those updates to clients is essential. Strong organizational skills and the ability to remain calm under pressure are key to success in this fast-paced environment.

What are Tax Customer Service Representatives?

Tax Customer Service Representatives are professionals who assist individuals and businesses with questions related to tax filings, payments, and regulations. They work for government agencies, tax preparation companies, or private firms, providing support through phone, email, or in person. Their responsibilities include answering inquiries about tax forms, helping with account issues, processing payments, and guiding customers through tax procedures. They are trained to offer accurate information and resolve concerns while maintaining confidentiality and professionalism.
More about Tax Customer Service Representative jobs
What cities are hiring for Tax Customer Service Representative jobs? Cities with the most Tax Customer Service Representative job openings:
Infographic showing various Tax Customer Service Representative job openings in the United States as of June 2026, with employment types broken down into 79% Full Time, 4% Part Time, and 17% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

CUSTOMER SERVICE REPRESENTATIVE

Sunset Finance

Mcdonough, GA โ€ข On-site

$18/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago


Job description

Our Top Performing Customer Service Representatives are earning over $55,000 per year! Annual earnings include base salary, monthly standard bonus plan, and annual tax preparation bonus plan! Are you a Top Performer that meets the following requirements? APPLY NOW!
*401K, Health, Dental, Vision, Short- and Long-Term Disability Plans! Paid Holidays, Vacation, and Sick Time Plans!
REQUIREMENTS/QUALIFICATIONS
Qualified candidates must be "A GO GETTER" with excellent personality, communication skills, sales skills, problem solving skills, the ability to lead and must possess a strong desire to succeed! Excellent spelling, computer, data entry, and the ability to complete tasks effectively, efficiently, and thoroughly with little to no supervision. The Customer Service Representative is expected to PREPARE FOR MANAGEMENT. The company views all customer service representatives as potential branch managers. Customer Service Representatives who receive first consideration for promotion are those who excel not only at their own job but understand the positions of The Branch Manager. A high school diploma or equivalence is required.
JOB SUMMARY
The Customer Service Representative is responsible for assisting The Branch Manager achieve the required results in sales, business promotion, profits, operational collection standards, and tax preparation. The Customer Service Representative is responsible for getting results on their contact work by phone. This mainly consists of making contact via the telephone and scheduling office visits with customers. The Customer Service Representative also must be able to learn all tasks performed within the office and prepare to become a Branch Manager of their own location.
DUTIES & ESSENTIAL JOB FUNCTIONS
The Customer Service Representative plays a very important part in the operation of a consumer finance office. The duties of a CSR are to wait on customers, take applications, investigate credit, take payments, refinance loans, work past due accounts by phone as directed by the manager, send out advertising letters, and complete other duties. Customer Service Representatives must have initiative and the ability to work independently. Candidates must have a valid driver's license, dependable transportation and current liability auto insurance coverage.
OTHER FUNCTIONS AND RESPONSIBILITIES
i. Solicit loans over the telephone and at the counter in the office.
ii. Sell all products and services offered over the telephone and in the office.
iii. Answers the telephone, posts customer payments, inputs new and refinanced loans into the loan software system, processes loan applications, and prepares refinance, former borrower and delinquency mail and text messages.
iv. Posts payments, gives customer credit references to inquiring creditors, and credit bureaus.
v. Completes loan documents and closes current refinance loans.
vi. Maintains cash drawer and prepares daily deposits of cash and checks.
vii. Makes telephone collection calls to past due customers and reports activities on each customer to the branch manager.
viii. Adjusts past-due payments for current slow customers.
ix. Participates in training development opportunities as directed by the Manager and District Supervisor.
x. Prepares daily, weekly and monthly reports.
xi. Assists in achieving tax preparation objectives, prepares, and files income taxes each tax season.
xii. Assists in maintaining standards in all areas of delinquency, loan volume, and growth goals, along with the 10th/20th standards.
xiii. It is the branch personnel's responsibility to consistently achieve company production standards.
PHYSICAL REQUIREMENTS/WORK ENVIRONMENT
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work is primarily sedentary in nature, no special demands are required.