Operations Specialist

Operations Specialist

Requirements

• Bachelor’s degree in Business or Economics preferred, not required.
• 1-3 years of customer service experience.
• Ability to manage multiple time-sensitive projects under competing deadlines.
• Demonstrated success in meeting or exceeding case closure quotas.
• Team player with a passion for delivering exceptional customer service.
• Reliable attendance and punctuality.

Responsibilities

• Prioritize daily workload effectively.
• Apply for and maintain client tax accounts at federal, state, and local levels.
• Process client mail related to tax accounts daily.
• Maintain relationships with state and local government agencies to enhance client service.
• Manage quarterly and annual projects, including missing tax identification numbers, tax account closures, and state tax rate updates.
• Handle special projects as needed.

Preferred Qualifications

No preferred qualifications provided.