Tax Lobby Navigator

Career Match SolutionsCharlotte, NC
Onsite

About The Position

The Tax Lobby Navigator performs front-line customer service by assisting visitors. This position provides information, directs inquiries using the tax lobby queuing system, and supports clerical functions such as data entry and supply management. Working under direct supervision, the Tax Lobby Navigator ensures a positive and efficient experience for taxpayers and community members visiting the office.

Requirements

  • High School Diploma or equivalent required
  • At least two (2) years of customer service or community service-related experience.
  • Knowledge of office computer systems and applications, including Microsoft Office Suite.
  • Knowledge of customer service practices and procedures.
  • Knowledge of proper English usage, spelling, grammar, and composition.
  • Skills in active listening and verbal communication.
  • Skills in attention to detail and accuracy.
  • Skills in time management and multitasking.
  • Skills in critical thinking and problem solving.
  • Skills in providing excellent customer service with professionalism and empathy.
  • Ability to collaborate effectively with team members and other departments.
  • Ability to communicate clearly with customers and staff.
  • Ability to maintain a customer-first approach in all interactions.
  • Ability to operate various computer applications and office systems efficiently.

Nice To Haves

  • Associate’s Degree preferred.
  • Bilingual communication (preferred).

Responsibilities

  • Greet and assist customers in a courteous and professional manner.
  • Check in customers using the Tax Lobby Queuing System (kiosk).
  • Direct customers to appropriate staff or external County/State agencies for non-tax inquiries.
  • Communicate any technical issues with the queuing system to the supervisor.
  • Monitor and replenish supplies such as survey cards and receipt paper, notifying supervisor when reordering is needed.
  • Maintain accurate records and perform basic data entry as required.
  • Provide general information about tax services, deadlines, and office procedures.
  • Uphold departmental standards of professionalism, confidentiality, and service excellence.
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