Tax Refund Customer Service (Remote) - Vertacall - Remote

Sun, 22 Feb 2026 19:30:43 -0600

A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our client accounts might face with accuracy and efficiency.

The best CSRs are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk. Customer service representatives can put themselves in their customers’ shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs gather that for us. Problem-solving should also come naturally to our customer care specialists. You should be confident in troubleshooting and investigating if do or don’t have enough information to resolve customer complaints.

Tax preparation software is one of the most popular income tax services during tax season. The software is designed to guide users through their tax returns step-by-step.

Responsibilities
• Inbound phone and video customer service/technical support. Handle technical support questions via phone, with video capability.

• Research, analyze and determine an appropriate course of action for tax customers.

• Interact with customers via phone focusing on software navigation questions as well as assisting the customer with locating prior years’ returns and amendments.

• Serve as an ambassador for the Intuit brand; take a caring and empathetic approach to customer interactions and/or escalation to a higher level of expertise.

• Document all issues, resolution and follow up actions

Requirements

Track record of over-achieving quota
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond to different types of characters
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
High school diploma
Benefits

This is NOT paid training. However, we WILL cover the cost of the Training Certification Course. Once you've passed the software certification course with a passing score, PAID services will begin. You MUST make the time to train and pass. You MUST have a working computer and internet connection at home. If you cannot make time to train, DO NOT APPLY.