Customer Service Representative
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At a glance
Job overview
Gotham Tax Service is hiring a Customer Service Representative. Gotham Tax Service seeks seasonal Customer Service Representatives for the 2027 tax season, handling client greetings, phone calls, appointment scheduling, document intake, and administrative support while maintaining confidentiality and a welcoming office environment.
Key focus areas include Greet clients and create a welcoming office environment, Answer incoming phone calls and direct clients appropriately, and Schedule, confirm, and manage client appointments.
Preferred (not required): Computer Skills, Phone Skills, Data Entry Skills, and Communication.
Skills & qualifications
Skills
Qualifications
Full job description
Job Duties
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This is a seasonal CSR position for the 2027 tax season. Schedules include daytime and Saturday hours. Employees may be scheduled for either full-time or part-time hours based on business need and employee availability.
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Learn and follow company procedures and confidentiality requirements
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Greeting clients and creating a welcoming office environment
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Answer incoming phone calls and direct clients appropriately
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Schedule, confirm, and manage client appointments
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Assist clients in completing intake forms and required documentation
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Receive and organize client documents for tax preparation
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Scan and upload client documents into the company system
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Manage document watch folders and ensure files are routed correctly
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Assist tax preparers with administrative support as needed
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Track client document status and follow up when additional information is required
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Maintain confidentiality of all client information in accordance with company policies
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Maintain organized reception and waiting areas
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Assist with basic office administrative tasks when needed
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Other duties as assigned which may include supporting other offices when necessary
Minimum Education Required
High school diploma or GED required
Additional education in business, accounting, or customer service is a plus
Minimum Experience Required
One year of customer service, receptionist, administrative assistant, or office support experience preferred
Strong computer, phone and data entry skills
Excellent communication, organizational, and customer service skills
Ability to handle confidential information professionally and with discretion
Shift
First (Day)
Number of Openings
2
Public Transportation Accessible
Yes
Veterans Encouraged to Apply
Yes
Physical Required
No
Drug Test Required
No
Compensation
$18.00 - $25.00 / Hourly
Additional Compensation
Starting pay is based on experience, qualifications, and customer service experience
Opportunities for returning seasonal employment may be available based on performance and business needs
Postal Code
55422
Job Type
Full Time
Place of Work
On-site
Requisition ID
CSR-002
Job Benefits
MN ESST (Earned Sick and Safe Time)
Flexible scheduling based on business needs
Paid training
Employee discount on tax preparation services
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