Customer Service Technical Associate – Tax Content

Wolters Kluwer

. Handle phone, e-mail, and chat support for moderate to complex system or content issues; identify, resolve, and escalate issues when necessary; record these interactions in our customer relationship database .

Posted 9/17/2026full-timeCoppell • Kansas • United StatesJuniorMid-Level💰 $30,800 - $56,525 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service, accounting principles, and the use of CCH tax and accounting software. Capable of managing customer interactions effectively while maintaining confidentiality and contributing to process improvements.

Highest-signal resume keywords

Customer Relationship ManagementCCH Tax And Accounting SoftwareTax Preparation ExperienceSalesForce.comAccounting And Bookkeeping

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingBookkeepingFinancial ReportingTax PrinciplesAudit PrinciplesMicrosoft OfficeCustomer SupportHelp Desk ExperienceProcess ImprovementData Confidentiality

Soft Skills

Strong Communication SkillsService-Oriented AttitudeDetail-OrientedAbility To Diffuse ComplaintsCollaborative Relationship Building

Certifications & Qualifications

Associates Degree In Business

Industry Keywords

Customer ServiceTaxAccountingFinancialsRegulations

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Handle phone, e-mail, and chat support for moderate to complex system or content issues; identify, resolve, and escalate issues when necessary; record these interactions in our customer relationship database
Identify and document resolution to reoccurring inquiries
Cross-train on other products and systems
Participate in projects and process improvement initiatives
Provide general reports to management as requested
Participate in product testing and review as required
Secure and keep confidential product and customer data
Perform other duties as assigned by supervisor

Requirements

What you’ll need

Associates Degree a business-related field OR equivalent Customer Service work experience.
1 years of experience or knowledge in one or more of the following areas: accounting and bookkeeping; financials and reporting; sales and customer relationship management
2 years of experience in a customer-facing role with the ability to build collaborative relationships using positive language and a service-oriented attitude
Educational background in Business, Accounting or Finance
Experience working with CCH tax and accounting software
Tax preparation or accounting experience
Experience working in a help desk or customer support environment
Use of SalesForce.com
Knowledge of tax, accounting and audit principles, practices and legislation/regulations
Computer and internet skills including Microsoft office
Strong communication skills both written and verbal
Ability to diffuse and provide effective resolution to customer complaints
Detail-oriented and able to handle multiple top priorities
Ability to function in a fast-paced, collaborative, matrixed team environment
Ability to work flexible schedule and manage overtime as required to meet objectives
Less than 5% of domestic travel
Must be able to work a flexible schedule that may include evening and weekend hours during peak season

Benefits

Comp & perks

Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave