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Customer Service Representative (CSR) - TaxVance LLC

Customer Service

6 hours ago49 views

For more than 30 years, TaxVance has been serving our community with care, trust, and dedication. What began as a family-based service has grown into a mission-driven company committed to helping individuals, families, and small businesses thrive.


We go beyond tax preparation — providing support with bookkeeping, financial guidance, and immigration-related documentation to ensure our community feels seen, supported, and empowered. Our team understands the challenges many face navigating complex financial and legal systems, which is why compassion, respect, and cultural understanding are at the heart of everything we do.


At TaxVance, our promise is simple: to stand alongside our clients as partners in their growth and peace of mind. Whether it’s filing taxes, supporting a business, or helping families with immigration paperwork, we are here to uplift, guide, and create lasting impact.


Role Overview:
We are seeking a proactive and empathetic Customer Service Representative (CSR) to join our team. As the first point of contact for clients, you will handle inquiries, resolve issues, and ensure a smooth customer experience from start to finish. Your role will be essential in building trust, strengthening client relationships, and supporting the growth of TaxVance.


Key Responsibilities:

  • Serve as the primary point of contact via phone, email, chat, and social media.
  • Respond to client inquiries regarding tax filings, bookkeeping, and general service questions.
  • Assist clients in navigating the TaxVance platform, uploading documents, and completing forms.
  • Escalate complex cases to tax specialists or managers while ensuring follow-up.
  • Track client interactions and maintain accurate records in CRM/automation systems.
  • Identify common issues and provide feedback to improve customer experience and workflows.
  • Uphold professionalism, empathy, and discretion in all communications.

Qualifications

  • Required:
  • Previous experience in customer service, call center, or client-facing role.
  • Excellent communication skills in English and Spanish (bilingual).
  • Strong organizational skills and attention to detail.
  • Comfort using digital tools (CRM, email, chat platforms, cloud storage).
  • Ability to remain calm and empathetic under pressure.
  • Preferred:
  • Experience in financial services, tax preparation, or bookkeeping support.
  • Familiarity with automation platforms (e.g., Make.com, n8n, or similar).
  • Knowledge of U.S. tax basics is a plus.

What We Offer

  • Competitive base salary + performance incentives.
  • Training and professional development opportunities.
  • Growth path into specialized financial service or operations roles.
  • Being part of an innovative, community-focused company on a mission to simplify finance.

At TaxVance, our promise is simple: to stand alongside our clients as partners in their growth and peace of mind. Whether it’s filing taxes, supporting a business, or helping with immigration paperwork, we are here to uplift, guide, and create lasting impact in our Latinx community for years to come. Apply today!

  • Experience
    Required
  • Languages
    English – Advanced
    Spanish – Advanced
  • Employment
    Part-time
  • Salary
    $16 – $18 hourly

pin icon5125 6th Avenue, Sunset Park, Brooklyn, 11220, New York

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Customer AssistantNew York

Immigration and Business Services • 1-10 Employees

Hiring on JOB TODAY since October, 2025

For more than 30 years, TaxVance has been serving our community with care, trust, and dedication. What began as a family-based service has grown into a mission-driven company committed to helping individuals, families, and small businesses.

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Jan A.Active 2 hours ago
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