Full-Time

Customer Service Representative 1

Updated on 8/1/2026

Taxwell

Taxwell

51-200 employees

Digital tax filing software for professionals

No salary listed

Greenville, SC, USA

In Person

Category
Customer Experience & Support (1)
Required Skills
Customer Service

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Requirements
  • A high school diploma, general education degree (GED), related experience and/or training, or an equivalent combination of education and experience is required.
  • Proficiency with essential computer applications and accurate data-entry skills is required.
  • Strong customer service skills are required.
  • Ability to build rapport and demonstrate empathy with customers through friendly, courteous, and helpful interactions.
  • Excellent verbal communication skills, including clear articulation, a professional phone presence, and active listening.
  • Strong reading comprehension and critical-thinking skills are required.
Responsibilities
  • Diagnose, troubleshoot, and resolve technical inquiries from tax professionals via phone, email, and live chat, ensuring prompt and accurate solutions.
  • Interview end users to determine the root cause of problems and lead users through troubleshooting and diagnostic procedures to identify resolutions.
  • Handle problem recognition, research, isolation, resolution, and follow-up for most user problems, partnering with designated staff on more complex problems to ensure customers receive appropriate advanced support.
  • Accurately document and track all customer interactions and resolutions for continuous improvement and timely follow-up on unresolved problems.
  • Maximize positive relationships and customer experience by delivering exceptional, empathetic service in every interaction.
  • Adhere to established best practices, procedures, scripts, and directions provided by management.
  • Maintain consistent, reliable attendance and adherence to the schedule for all shifts.
Desired Qualifications
  • Prior experience in telemarketing, retail, or customer relations is preferred.

Taxwell combines Drake Software and TaxAct to offer digital tax filing for both tax professionals and DIY filers. It provides downloadable and cloud-based software to prepare federal and state tax returns (forms such as 1040, 1065, 1120, 1120S, 1041, 990, 706) and supports e-filing, multi-state filing, practice management, and customizable client billing for professionals. For DIY users, TaxAct guides the filing process to maximize credits and refunds with straightforward software. Integrated services include Drake Pay for payments and audit defense via Protection Plus. The company serves over 90,000 tax professionals and more than 3 million DIY filers, with Drake Software serving about 70,000 firms that file over 36 million returns annually. Taxwell is owned by private equity firm Cinven and aims to deepen its position in the US tax software market by offering both professional-grade tools and consumer-friendly filing options under two established brands.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Franklin, North Carolina

Founded

N/A

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Simplify Jobs

Simplify's Take

What believers are saying

  • Professional segment insulated from IRS Direct File by high switching costs.
  • Drake's 50-year heritage and award-winning support retain enterprise tax firm loyalty.
  • Cloud-based infrastructure enables cross-selling opportunities between professional and DIY segments.

What critics are saying

  • IRS Direct File diverts 5-10M DIY filers, reducing TaxAct consumer revenue 20-30%.
  • TurboTax's 40% DIY market share and free promotions erode TaxAct's 10-15% position.
  • Cinven cost-cutting triggers talent exodus and product stagnation across 1,000-person workforce.

What makes Taxwell unique

  • Dual-brand strategy serves 90,000+ professionals and 3M DIY filers simultaneously.
  • Drake Software files 36M+ returns annually with 70,000+ firm customer base.
  • Integrated suite includes e-filing, practice management, and payment processing capabilities.

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Benefits

Remote Work Options