Seasonal Tax Product Expert

TaskUsSan Antonio, TX
2d

About The Position

TaskUs is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their brands. Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including social media, e-commerce, gaming, streaming media, food delivery, ride-sharing, HiTech, FinTech, and HealthTech. The People First culture at TaskUs has enabled the company to expand its workforce to approximately 45,000 employees globally. Presently, we have a presence in twenty-three locations across twelve countries, which include the Philippines, India, and the United States. It started with one ridiculously good idea to create a different breed of Business Processing Outsourcing (BPO)! We at TaskUs understand that achieving growth for our partners requires a culture of constant motion, exploring new technologies, being ready to handle any challenge at a moment’s notice, and mastering consistency in an ever-changing world. What We Offer: At TaskUs, we prioritize our employees' well-being by offering competitive industry salaries and comprehensive benefits packages. Our commitment to a People First culture is reflected in the various departments we have established, including Total Rewards, Wellness, HR, and Diversity. We take pride in our inclusive environment and positive impact on the community. Moreover, we actively encourage internal mobility and professional growth at all stages of an employee's career within TaskUs. Join our team today and experience firsthand our dedication to supporting People First. The Product Expert serves as the critical "bridge" between the customer and the software interface . Unlike traditional Tax Experts, this role does not sign tax returns but instead focuses on software guidance, technical troubleshooting, and enhancing the overall user experience .

Requirements

  • Technical Proficiency: Must be "digitally native" and capable of managing multiple windows, navigating complex web interfaces, and using internal AI tools to find solutions
  • Communication: Exceptional verbal and written skills are required . Candidates must be comfortable on camera, as many customer interactions occur via one-way video (SmartLook)
  • Problem-Solving: Ability to resolve technical issues related to document importing (W-2s, 1099s), e-filing, and printing
  • Collaboration: Comfortable using team communication tools like Slack or Microsoft Teams to coordinate with colleagues
  • Professional Background: 1–2 years of experience in customer service or technical support is highly preferred
  • Tax Knowledge: No professional tax or accounting background is required for this role.
  • Education: Minimum of a High School Diploma or GED; a Bachelor’s degree is considered a plus

Nice To Haves

  • Individuals with experience in high-volume customer-facing roles
  • Candidates who can identify software "pain points" and provide feedback to engineering teams
  • Applicants available for peak hiring periods between November and January
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