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Tax Service Representative Jobs (NOW HIRING)

Sunset Finance

CUSTOMER SERVICE REPRESENTATIVE

Jasper, GA · On-site

$55K/yr

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 ...

Sunset Finance

CUSTOMER SERVICE REPRESENTATIVE

Dublin, GA · On-site

$55K/yr

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 ...

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$12

$23

$39

How much do tax service representative jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for tax service representative in the United States is $23.03, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $27.40 per hour, depending on experience, location, and employer.

What are Tax Service Representatives?

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, and why are they important?

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.

What job makes $10,000 a month without a degree?

A Tax Service Representative typically does not earn $10,000 a month without specialized experience or certifications. High earnings in this field usually require advanced skills, certifications, or managerial roles. Most entry-level positions in tax services pay less, but experienced professionals or those in senior roles can reach higher income levels through bonuses and commissions.
More about Tax Service Representative jobs
What states have the most Tax Service Representative jobs? States with the most job openings for Tax Service Representative jobs include:
What job categories do people searching Tax Service Representative jobs look for? The top searched job categories for Tax Service Representative jobs are:
Tax Service Representative jobs near you
Infographic showing various Tax Service Representative job openings in the United States as of May 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 100% In-person job distribution, with an average salary of $47,911 per year, or $23 per hour.

CUSTOMER SERVICE REPRESENTATIVE

Sunset Finance

Fort Valley, GA • On-site

$55K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 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.