Seasoned Customer Service Tax Support Specialist – Tax Law, Client Assistance, and Compliance – Join brighthush
About brighthush and the Tax Support Role
At brighthush, we believe that every client deserves clear, accurate, and timely tax support. As a leading provider of tax solutions, we empower individuals and businesses to navigate the complex landscape of federal and state tax regulations with confidence. Our mission is to deliver exceptional service through a blend of cutting‑edge technology, rigorous compliance standards, and a culture that values growth, collaboration, and integrity.
We are currently seeking a dedicated Customer Service Tax Support Specialist to join our dynamic team. In this role, you will be the first line of support for branch staff and supervisors, ensuring that tax returns are prepared accurately, deadlines are met, and compliance requirements are upheld. Whether you are a seasoned professional or a motivated newcomer to the tax industry, this position offers a unique opportunity to build a rewarding career while contributing to the success of our clients and the growth of brighthush.
Key Responsibilities
- Comprehensive Training & Onboarding: Complete a structured training program that combines classroom instruction, online modules, and hands‑on software practice to master our tax preparation systems and compliance protocols.
- Client‑Facing Support: Provide phone and virtual assistance to branch personnel and supervisors, answering questions about tax laws, software usage, forms, and administrative procedures.
- Data Management & Accuracy: Review scanned tax preparation forms for completeness, correct data entry errors, and validate information against IRS, state, and bank product compliance requirements.
- Return Processing & Issue Resolution: Identify and resolve rejected tax returns, coordinate with clients and internal teams to gather missing documentation, and ensure timely resubmission.
- Compliance & Audit Support: Assist with bank audits, internal random audits, and IRS due diligence requirements by reviewing return types, verifying documentation, and maintaining audit trails.
- Product & Disbursement Management: Process bank product disbursements, including debit card issuance and check printing, while adhering to security and compliance standards.
- Collections & Follow‑Up: Support tax preparation collections by tracking outstanding balances, communicating with clients, and coordinating payment arrangements.
- Special Projects: Contribute to ad‑hoc initiatives, process improvement projects, and system enhancements as assigned by senior leadership.
- Documentation & Reporting: Maintain accurate call logs in the Help Desk program, generate status reports, and provide insights on recurring issues or trends.
- Attendance & Reliability: Demonstrate punctuality and consistency by adhering to scheduled shifts, including flexibility for two Saturdays per month (5‑7 hours each).
Essential Qualifications
- Minimum of 1 year of customer service experience, preferably in a call center environment.
- Strong verbal and written communication skills, with the ability to explain complex tax concepts in a clear, concise manner.
- Proficiency with computer systems, including Windows, Microsoft Office Suite, and web‑based applications.
- Demonstrated problem‑solving ability, with a track record of troubleshooting and resolving client inquiries efficiently.
- Availability to work any shift within the 9 AM–8 PM window, Monday through Friday, and flexibility to work two Saturdays per month.
- High level of attention to detail and commitment to data accuracy.
- Ability to maintain confidentiality and handle sensitive client information with discretion.
Preferred Qualifications
- Experience with tax preparation software such as KOFAX, OnBase, or similar document‑management platforms.
- Knowledge of federal and state tax filing requirements, including IRS and state compliance rules.
- Familiarity with banking products and the associated regulatory frameworks.
- Previous exposure to audit processes, both internal and external, and the ability to support audit documentation.
- Experience in a fast‑paced, high‑volume tax environment, especially during peak tax season.
- Certification or coursework in tax, accounting, or a related field.
Core Skills & Competencies
- Client‑Centric Mindset: Passion for delivering exceptional service and building trust with clients and internal stakeholders.
- Analytical Thinking: Ability to dissect complex tax scenarios, identify gaps, and recommend actionable solutions.
- Adaptability: Comfortable navigating evolving tax regulations, software updates, and shifting priorities.
- Team Collaboration: Works effectively with cross‑functional teams, including tax specialists, auditors, and IT support.
- Time Management: Prioritizes tasks, meets deadlines, and manages multiple concurrent inquiries without compromising quality.
- Continuous Learning: Seeks out professional development opportunities and stays current with industry trends.
Career Growth & Learning Opportunities
At brighthush, we view every role as a stepping stone toward a fulfilling career. As a Customer Service Tax Support Specialist, you will:
- Gain exposure to the full tax preparation lifecycle, from data entry to final filing.
- Develop expertise in tax law, compliance, and audit procedures.
- Participate in cross‑training sessions that cover advanced tax software, audit techniques, and client‑relationship management.
- Earn certifications such as the Certified Tax Preparer (CTP) or Certified Public Accountant (CPA) through our tuition‑reimbursement program.
- Progress to senior support roles, team lead positions, or specialized tax advisory tracks.
- Benefit from mentorship programs that pair you with experienced tax professionals.
Work Environment & Culture at brighthush
Our culture is built on transparency, respect, and a shared commitment to excellence. You will find a workplace that:
- Values open communication and encourages feedback at all levels.
- Promotes work‑life balance through flexible scheduling and remote‑work options where feasible.
- Celebrates achievements with regular recognition programs and team celebrations.
- Supports diversity and inclusion, ensuring every voice is heard and respected.
- Provides a collaborative atmosphere where ideas are shared and innovation is rewarded.
Compensation, Perks & Benefits
While this is a contract position, we offer competitive compensation and a range of benefits designed to support your well‑being and professional growth:
- Hourly Rate: $18.00 per hour.
- Retention Bonuses: Earn up to $1,000 in retention bonuses based on performance and tenure.
- Weekly Pay: Receive your earnings on a weekly basis.
- Professional Development: Access to training resources, tuition reimbursement, and certification support.
- Health & Wellness: Eligibility for health, dental, and vision plans after a brief probationary period.
- Paid Time Off: Accumulate paid vacation and sick days as you transition to a full‑time role.
- Employee Assistance Program: Confidential counseling and support services.
- Technology Stipend: Receive a stipend for home‑office equipment and internet connectivity.
How to Apply
Ready to take the next step in your career? Submit your application through our streamlined portal and join a team that values your expertise and supports your growth. Click the link below to apply:
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Join Our Team
At brighthush, we are more than a company—we are a community of professionals dedicated to making a difference in the lives of our clients and each other. If you are passionate about tax, committed to excellence, and eager to grow in a supportive environment, we want to hear from you. Bring your skills, curiosity, and drive to brighthush and help us shape the future of tax support.
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