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Tax Client Services Lead

  • Location: Scottsdale, 85257
  • Salary: 30.0
  • Job Type:Contract

Posted 13 days ago

Tax Client Services Lead
100% Remote - Anywhere in the US
Term: 12 month contract
Pay rate: $30/hr


  • Assist customers with questions and facilitate progress through our application as they prepare their tax credit filing for the ERC using form 941-X
  • May need to conduct video call tax interviews with clients to resolve their questions and issues
  • Help customers who are working on their tax return with both product/software inquiries, as well as with general ERC tax questions, eligibility concerns and eligibility calculations
  • Apply defined practices, procedures, and company policies to troubleshoot and resolve ERC Digital product and ERC related customer inquiries
  • Potential to provide IRS audit support
  • Interact with customers utilizing strong written and verbal skills as well as deep customer empathy
  • Deliver exceptional quality customer interactions and experiences
  • Utilize and leverage internal knowledge articles, FAQs, and escalation paths as well as external government websites and toolkits to seek out and deliver the right answer to the customer
  • Document customer interactions clearly and concisely.


  • 3+ years strong customer service skills with ability to empathize and instill confidence
  • Outstanding skills in MS Office and working knowledge of data handling and preparation desired (reporting/ transforming/ end user skills)
  • Ability to effectively communicate in person and in writing
  • A strong bias for action. You thrive in a fast paced, ambiguous environment with a high degree of autonomy
  • Comfortable interacting with customers through video, in a professional way that represents the ERC Digital brand in a positive manner
  • Basic knowledge of tax laws, tax concepts and familiarity with PPP, ERC and form 941 and 941-X and schedules – Nice to have but not required.
  • Experience providing support in a call center environment - Nice to have
  • Some experience preparing federal and state returns for individuals (1040). Prior tax preparation experience in a retail setting a plus– Nice to have but not required
  • College degree a PLUS. The ideal candidate will have a background in business, finance, accounting, or tax








Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer including disability and veteran and provides reasonable accommodations for all qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual you may request a reasonable accommodation under the American Disability Act (ADA). If you are a person with a disability needing assistance applying, or at any point in the hiring process, please email us at To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.

For hourly W2 contract roles MATRIX offers a highly competitive benefit package including Medical, Dental, Vision, Life, Disability, HSA, and 401(k) with pre and post-tax options.  Please see for more information.

For direct hire placement with our clients, benefits would be offered in accordance with that particular client’s offerings. This may include PTO, Medical, Dental, Vision, 401K and other pre and post-tax options.