Financial Customer Service Representative

The Midtown Group
Washington, DC, United States
Full-time

Duties and Responsibilities :

  • a. Provide assistance and information to taxpayers on all business, income and real property taxes and related fees;
  • b. Answer inquires to basic business registration, income and real property via telephone and written correspondence;
  • c. Research, establish and update all business tax accounts via an online system;
  • d. Review and adjust business registration, real property and income tax accounts which require correction and / or refunds;

e. Receive and control business and income undeliverable refund checks

  • f. Receive and process requests for waivers of penalties and interest on select accounts;
  • g. Input and update existing database accurately;

h. Determine and register applicable tax liabilities for all taxes and fees administered

i. Receive and respond to general correspondence pertaining to business, income, real property and other related taxes and fees

j. Research and prepare response for management signature

k. Track and maintain data necessary for production reports, and

l. Input and update existing database accurately.

Qualifications :

a) A high school diploma or equivalent with a minimum of two years of experience in the field or related area

b) Ability to communicate effectively both orally and in writing to a variety of audiences

c) Ability to research and interpret tax laws, regulations and policies

d) Ability to perform basic business applications Microsoft Outlook and Microsoft Suites (Word, Excel, Access, etc.).

The Midtown Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

We are a small, woman-owned business certified by the Women's Business Enterprise National Council (WBENC). Operating from our headquarters in Washington, DC, we provide trusted staffing services nationwide.

Our clients include thousands of the most prestigious Fortune 500 companies, law firms, financial organizations, tech innovators, non-profits, and lobbying firms, as well as federal, state and local government agencies.

30+ days ago
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