Position Responsible for professionally and courteously serving customers by handling all inboundtelephone calls pertaining to Individual and Business related tax compliance, delinquency andgeneral information requests. To succeed in this position candidates should have a bias fordoing the right thing and serving others with a positive attitude.This position includes the following:Answering incoming phone calls in a fast paced environmentResolving Tier 1 level issuesReviewing taxpayer accountsVerifying, gathering and simultaneously updating key informationEducating taxpayers of online resources and current tax policiesSubmitting requests for payment arrangementsDocumenting actions taken into multiple systemsParticipating in all team engagement activitiesMeeting performance expectationsSkills Required:Strong ability to multitaskBasic use of Microsoft Word, Excel and Google WorkspaceBasic math skills are required - addition, subtraction, multiplication and division.Communicate well both in writing and verballyGreat interpersonal skillsRetain knowledge easilyCreative in problem solvingGoal orientedOrganizedSkills Preferred:Spanish-speakingExperience Required:Candidates must have 1 year of recent call center experience.Previous two positions should each be at least one consecutive year in a fast-paced call center.National call centers in industries such as finance/banking, insurance, telecommunications (not technical support)Experience Preferred:Experience with participating in process improvement activities, basic math skills, history of working in banking.Education Required:High school diploma or equivalentEducation Preferred:Associates Degree or higherNotes:100% RemoteMust have the ability to work a flexible schedule as dictated by business needs within our operating hours 7:45am to 5:15pm, Monday through Friday.Training is an intensive 3 weeks from 8:30am to 5pm.
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Posted (Feb 13, 2026)
Description:The essential job functions for a Specialist – Intake requir...