- Handle live customer chat interactions by providing timely, accurate, and skilled assistance, while independently resolving customer inquiries and delivering a seamless customer experience.
- Strive to achieve first-contact resolution through a single chat interaction whenever possible, ensuring customer inquiries are resolved within established turnaround time and service level expectations.
- Provide customers with accurate guidance and recommended next steps while ensuring full adherence to applicable tax laws, regulations, and compliance requirements.
- Actively monitor the chat quality of preparers and junior team members, ensuring accuracy, compliance, and adherence to established quality standards.