Customer Service Representative (Seasonal)

Tri HoldCo - Folsom, CA 95630

Job Summary:

As a Customer Service Representative, you are the voice of our company, the first point of contact, the first opportunity to wow our members and provide exceptional support to them, and to our audit teams and other departments. You will be an integral part of helping TaxAudit fulfill our mission of providing the best income tax audit representation and the best taxpayer education available while minimizing the stress involved. Our company is committed to a culture where we care for people, have a positive attitude, and are dedicated to the team. If you share these characteristics and values and want to make a difference every day, we are looking for you. This is a seasonal position with the possibility of regular full-time employment.

Key Objectives and Results:

  • You will provide a positive member experience, minimizing the stress involved in dealing with tax authorities

  • Members will experience your patience, professionalism, integrity and sincerity

  • You will be an ambassador for our company and be engaged and aligned with TaxAudit's core values

  • Member information and privacy will be protected and kept confidential at all times.

  • TaxAudit and partner standards will be maintained and exceeded

Essential Functions:

  • Thoroughly explain and sell TaxAudit products

  • Understand and follow the department and company processes and procedures

  • Resolve basic customer concerns

  • Transfer calls to the appropriate party

  • Assist members and teammates

  • Perform detailed database updates and order entry

  • Identify trends and report them to Leads

Job Qualifications:

Requires excellent written and verbal communication skills, and the ability to understand and follow complex processes using computer applications, MS Office products, internet navigation, and data entry. The ability to prioritize and manage multiple tasks and work in a fast-paced environment is a must. Full-time experience in administrative skills such as data entry, filing, copying, telecommunications and customer service experience working in a call queue environment is preferred.

Physical Requirements:

These physical requirements are not exhaustive, and additional job related physical requirements may be added on an as needed basis. Corrective devices may be used to meet physical requirements.

  • Vision: Requirements of this job include close vision

  • Speaking/Hearing: Ability to give and receive information through speaking and listening

  • Dexterity and ability to operate a computer keyboard, mouse, and other devices and objects for significant portions of the workday

  • Overtime may be required

The position is a full-time in the office position located in Folsom California. Due to pandemic restrictions, TaxAudit is currently working from home. Until the company returns to the office you must meet the requirements below to work from home.


  • Personal Computer

  • Internet Access

  • Dedicated Workspace


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