ZipRecruiter

Log In

1

Tax Service Representative Jobs in Florida (NOW HIRING)

Halperns'

Customer Service Rep

Fort Lauderdale, FL

$15.25 - $20.75/hr

  • Medical

  • Dental

  • Vision

Customer Service Rep Medical, Prescription Drug, EFAP Benefits after 30 days of employment Dental, vision and other voluntary plans Pre-Tax Saving Accounts Profit Sharing Family culture and career ...

New

ValorVIP

Tax Customer Service Representative II (Experienced)

Tampa, FL · On-site +1

$15 - $20.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Stay current on federal and state tax laws, regulations, and industry trends. * Collaborate with team members and share knowledge to continuously improve service quality. * Identify opportunities to ...

Whiteford Tax & Financial Services, Ltd.

Be Seen First

Senior Tax Accountant

Estero, FL · On-site

$70K - $100K/yr

  • Medical

  • Retirement

  • PTO

He or she should be dedicated and motivated to achieve high standards of client service. * A ... The physical demands described here are representative of those that must be met by an associate to ...

next page

Showing results 1-20

All JobsTax Service Representative JobsTax Service Representative Jobs in Florida

Tax Service Representative information

What is a tax service representative?

Tax Service Representatives are professionals who assist individuals and businesses with tax-related inquiries and issues. They provide guidance on tax filing procedures, help resolve discrepancies with tax returns, and answer questions about tax laws and regulations. These representatives may work for government agencies, private tax preparation companies, or accounting firms. Their goal is to ensure clients understand their tax obligations and receive any eligible benefits or refunds. They often communicate via phone, email, or in-person consultations.

What are some common challenges faced by tax service representatives during peak tax season?

During peak tax season, Tax Service Representatives often encounter high call volumes and tight deadlines, making effective time management and stress resilience essential. They may need to address complex client inquiries, clarify tax laws, and resolve issues efficiently, all while maintaining accuracy under pressure. The role also requires adaptability, as tax regulations can change, and each client's situation is unique, demanding strong problem-solving and communication skills.

What are the key skills and qualifications needed to thrive as a tax service representative?

To thrive as a Tax Service Representative, you need a solid understanding of tax regulations, attention to detail, and typically a background in accounting or finance. Familiarity with tax preparation software, IRS e-filing systems, and relevant certifications like the IRS Annual Filing Season Program are often required. Strong interpersonal skills, problem-solving abilities, and clear communication help you effectively assist clients and resolve complex tax issues. These competencies ensure accurate tax filings, compliance, and positive client experiences in a highly regulated environment.

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

AspectTax Service RepresentativeTax Preparer
CredentialsGenerally requires basic tax knowledge, sometimes certifications like PTINOften requires PTIN, some certifications or training depending on complexity
Work EnvironmentCustomer service-focused, in tax offices or retail locationsIndependent or firm-based, preparing individual or small business taxes
Employer & IndustryTax service companies, retail chains, financial institutionsTax preparation firms, accounting offices, freelance work
Search & Comparison IntentUnderstanding roles, entry-level positions, certificationsTax preparation skills, certifications, career path

The main difference is that a Tax Service Representative typically focuses on customer service and assisting clients with tax-related questions, often working in retail or service environments. A Tax Preparer usually prepares tax returns, requiring more technical knowledge and certifications. Both roles may require PTIN and some tax knowledge, but their work environments and responsibilities differ.

Are tax service representatives still in demand?

Tax service representatives are still in demand due to ongoing needs for tax preparation, client support, and compliance services, especially during tax season. The role often requires strong communication skills and familiarity with tax software, and demand can vary based on economic conditions and technological advancements in tax filing methods.

How to become a tax service representative with no experience?

To become a tax service representative with no experience, you can start by completing relevant training or certification programs in tax preparation and customer service. Many employers provide on-the-job training, and having basic computer skills and attention to detail can improve your chances of getting hired. Gaining familiarity with tax software and understanding tax laws can also be beneficial for entry-level positions.

What are popular job titles related to Tax Service Representative jobs in Florida?

For Tax Service Representative jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Tax Service Representative jobs in Florida look for?

The top searched job categories for Tax Service Representative jobs in Florida are:

Tax Service Representative jobs near you
Infographic showing various Tax Service Representative job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Customer Service Representative

Lee County Tax Collector

Bonita Springs, FL

$20.21/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description

Description

 ** This onsite position is located in Bonita Springs and offers a starting pay rate of $20.21per hour, with a Monday through Friday schedule from 8:15 a.m. to 5:15 p.m. **

Do you thrive in a fast-paced, customer focused environment? Look no further than the Customer Service Representative role here at the Lee County Tax Collector (LCTC). In this role, you will serve the community through helping with a variety of tasks, such as Motor Vehicle, Driver License and Identification Card, Business Tax Receipt, Real Estate Tax, and Hunting and Fishing transactions. You will wear many hats and no 2 days will be the same. While delivering 5-star service, you will connect with customers and be a part of vibrant team that strive for excellence every day.  


In addition to Competitive Pay, this position is eligible for a variety of benefits including:

  • WORK LIFE BALANCE: Paid Time Off & Holiday pay
  • HEALTH & WELLNESS: Medical, Dental, Vision and other short- and long-term disability programs, Telehealth and wellness programs such as Accident Protection Plans and Critical Illness Plans
  • SAVINGS & RETIREMENT BENEFITS: Florida Retirement System and Deferred Compensation with Employer Match
  • INSURANCE: Company paid Life Insurance
  • OTHER INSURANCE PROGRAMS: Additional Life Insurance for you and your family and Pet Insurance. We love our pets!
  • LIFE EVENTS: Employee Assistance Program (EAP), Legal and financial assistance benefits
  • ADDED VALUE: Training & Development Program, Tuition Reimbursement

Job Summary

The Customer Service Representative provides a full range of service delivery activities that support the Customer Service team and engage our customers. The representative contributes to the smooth operations of the service center by ensuring individual service levels meet or exceed established benchmarks and align with the customer service strategy for operational excellence and 5-Star customer service quality.


Main Responsibilities

  • Provides guidance to customers regarding tax collector services and procedures; processes payments in person, by drop off, or by mail; reviews and retains various forms, titles, documents, payments and applications; and posts payments to proper accounts. 
  • Performs cashiering functions; verifies to ensure funds are processed accurately and according to departmental procedures; balances daily revenues with end-of-day totals.
  • Responds to customer requests or concerns; researches problems and initiates problem resolution.
  • Delivers upon Lee County Tax Collector's (LCTC) Mission of 5-star service quickly and efficiently.
  • Participates in the of driver license services including fingerprinting, vision, oral and driving tests; inspects applicant vehicle vin numbers and records odometer reading
  • Performs a wide-range of Motor Vehicle, Driver License and Identification Card, Business Tax Receipt, Real Estate Tax, and Hunting and Fishing transactions from general to moderate.
  • Collaborates with management team and key stakeholders as needed to coordinate work activities, review status of work, exchange information, or resolve problems.
  • Remains up to date on policies, procedures, bulletins, applicable laws and legislation; professional literature and agency updates.
  • Moderate processing proficiency in functional areas.
  • Performs other duties as directed.
     

Requirements

  •  High school diploma or GED; supplemented by experience in customer service or call center and cash handling; or an equivalent combination of education, certification, training and/or experience. Proficiency in Microsoft Office and valid Florida driver's license required. Bachelor's degree in Business Management or related field and ability to speak a second language preferred.
  • 0-2 years of tax collector experience.
  • Excellent communication skills and interpersonal skills; proven ability to problem-solve; well organized and manages time effectively.

FLSA Status Description

Work is performed independently under limited supervision with considerable latitude. Position typically requires processing and interpreting complex, less clearly defined issues.


Work Conditions

Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and material of medium to heavy weight (20-50 lbs.). Tasks may involve extended periods of time at a keyboard or workstation.


Sensory Requirements: Some tasks require the ability to perceive and discriminate visual cues or signals, and to communicate orally and in writing.


Environmental Factors: Essential functions are regularly performed without exposure to adverse environmental conditions.

Apply