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Call Center Representative

LanceSoft, Inc., Phoenix, AZ, United States


We are seeking a dedicated and customer-focused

Customer Service Representative

to handle inbound calls related to individual and business tax compliance and general inquiries. In this role, you will support taxpayers by providing accurate information, reviewing accounts, and assisting with payment arrangements.

This position requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment. A positive attitude and a commitment to doing what’s right for customers are essential to succeeding in this role.

Key Responsibilities

Answer high-volume inbound calls in a fast-paced environment

Resolve Tier 1 customer inquiries and issues

Review and verify taxpayer account information

Gather and update key information while actively speaking with customers

Educate taxpayers on online tools, resources, and current tax policies

Submit requests for payment arrangements when needed

Document all actions taken across multiple internal systems

Participate in team engagement activities

Consistently meet performance and quality expectations

Required Skills

Strong ability to multitask and manage high call volumes

Basic proficiency with Microsoft Word, Excel, and Google Workspace

Excellent verbal and written communication

Strong interpersonal and customer service skills

Ability to learn and retain information quicklyCreative problem-solving abilities

Organized, detail-oriented, and goal-driven

Preferred Skills

Spanish-speaking

candidates strongly preferred

Experience participating in process improvement activities

Background in banking or finance is a plus

Required Experience

At least

two consecutive years

of experience in a fast-paced call center

Experience in national call centers within industries such as

finance/banking, insurance, or telecommunications

(non-technical support)

Preferred Experience

Experience with process improvement

Background working in banking or financial services

Education

Required:

High school diploma or equivalent

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