Customer Service Representative (CSR 4) Job at I3 INFOTEK INC in Phoenix

Customer Service Representative (CSR 4)

Phoenix, AZ (100% Onsite) 1600 W. Monroe St., Phoenix, AZ 85007

Duration - 4 Months

Projected Start Date: January 19, 2026

Work Schedule: Monday–Friday, 8:00 AM – 5:00 PM (40 hours/week)

Education Requirement

High School Diploma or equivalent

Work Authorization & Security

Security clearance required

Local candidates only (Phoenix, AZ)

Position Summary

The Customer Service Representative (CSR 4) will support the Administrative Support Unit within AZDOR by handling taxpayer inquiries, processing tax-related requests, and performing administrative and data entry functions. This role requires strong tax knowledge, attention to detail, and the ability to manage multiple systems and customer interactions.

Key Responsibilities

• Review and process incoming collection and administrative email requests, including:
• Payment and return transfers
• Payment location and research
• Tax return modifications
• Low-volume returns
• Charge-off reports
• Federal extensions
• Delinquency clearance
• Re-establish billing
• TAS entity updates
• Internal and external (600) refunds
• Account merges
• Process Review Items (PRI)
• Levies and 5009L certifications
• Miscellaneous taxpayer requests
• Prepare, file, review, and process Administrative Support documentation
• Compute payoff amounts and respond to general financial inquiries
• Answer incoming calls from taxpayers and internal staff
• Respond to inquiries verbally and in writing (email/letters)
• Research and resolve:
• Tax clearance applications
• Collections maintenance requests
• Debt set-off inquiries
• Utilize multiple databases and internet-based tools for research
• Perform accurate data entry into TAS and other internal/external systems
• Track individual production and monthly workload metrics
• Maintain and manage Administrative Support files
• Process weekly low-balance lien release reports

Required Skills

• Tax experience
• Basic math skills
• Excel experience

Preferred Skills

• Google Workspace / Google Tools