Virginia Licensed Financial Services Associate

A company is looking for a Financial Services Associate to assist taxpayers and businesses in a customer service role.

Key Responsibilities

Provide assistance to taxpayers and businesses over the telephone in a fast-paced contact center

Handle correspondence and resolve taxpayer-related errors

Support operational needs of other offices as required

Required Qualifications

Call center experience

Strong computer skills, including navigation of multiple systems

Experience in accounting, banking, or tax preparation is preferred

Ability to analyze and research critical information

Must be current with filing Virginia state tax returns