B2B Support

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.

TaxAct is a leading digital tax filing platform which offers customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. TaxAct is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team. 

This role will primarily support TaxAct as the organization helps everyday Americans file their taxes. We seek to build a team of experts in tax and technology who are customer advocates and have the mindset to reimagine the services our customers receive.

Position Summary:

As a seasonal B2B Support agent, you will play an important role in delivering a delightful experience that unlocks every tax advantage for our customers by leveraging your customer service, technical, and tax expertise along with your exceptional communication and interpersonal skills.

Essential Duties & Responsibilities:

Major responsibilities of the seasonal B2B Support position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

• Responsible for support operations for the TaxAct Professional product lines through phone and email. The scope of support includes program connectivity, program compatibility, program navigation, program usability, program installation, and general product knowledge. 

• Responsible for support operations for the TaxAct Online and Download Business product lines. The scope of support includes program connectivity, program compatibility, program navigation, program usability, program installation, and general product knowledge. 

• Provide backup support for Professional Sales as needed. 

• Provide professional and friendly support to all external and internal customers. 

• Troubleshoot and research customer issues and, when appropriate, clearly communicate them to your supervisor for a quick resolution. 

• Provide timely phone and email support responses to TaxAct customers. 

• Communicate trending issues to management. 

• Based on customer interactions, propose needed responses for the knowledge database. 

• Routinely promote teamwork and foster collaboration. 

• Convey a professional and positive image internally and externally. 

• Cross train and assist on different queues as needed to support overall operation and business demands. 

• Additional job duties as needed. 

Education & Experience:

• TaxAct Professional user strongly preferred. 

• Bachelor’s degree in accounting or computer-related field or equivalent education, training, or work experience preferred. 

• 2 plus years of tax preparation experience or equivalent preferred.  

• A minimum of 2 years of experience with Internet browsers & Microsoft Window’s operating systems. 

• B2B experience a plus. 

• Excellent written and verbal communication skills. 

• Attention to detail. 

• Ability to multitask. 

• Strong problem-solving skills. 

• Excellent time management skills. 

• Helps to maintain a positive work environment. 

• Typing skills – 25+ WPM required. 

• Must have (or be willing to obtain) a private, dedicated hardwired internet connection.   

At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com  or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.