LanceSoft, Inc. is hiring: Customer Service Representative in Phoenix

Job Overview

We are seeking a detail-oriented Customer Service Representative to support administrative and collections-related operations. This role involves processing taxpayer requests, handling inbound calls, performing account research, and ensuring accurate resolution of inquiries related to tax accounts and administrative support services.

The ideal candidate will be comfortable working in a fast-paced, production-driven environment , managing multiple requests while maintaining accuracy and professionalism.

Key Responsibilities

• Review and process incoming collection-related email requests , including payment and return transfers, account research, refunds, levies, charge-offs, extensions, delinquency clearances, and account updates.
• Prepare, file, review, and process Administrative Support documentation , including payoff calculations and responses to general financial inquiries.
• Answer and respond to incoming taxpayer and internal calls , providing resolution via phone or written communication.
• Research and respond to tax clearance applications, collections maintenance requests, debt set-off inquiries , and other administrative support requests.
• Utilize multiple databases and online tools to research taxpayer accounts and provide accurate payoff information.
• Perform data entry into internal systems and databases supporting Administrative Support operations.
• Track and document individual production metrics and monthly work volumes .
• Manage record retention , including weekly processing of low-balance lien release reports.

Required Skills & Qualifications

• Prior tax-related experience
• Basic math skills , including calculations and payoff amounts
• Excel proficiency (data entry, basic formulas, spreadsheets)
• Ability to handle high-volume work with accuracy and attention to detail
• Strong written and verbal communication skills

Preferred Skills

• Experience using Google tools (Docs, Sheets, Gmail)