Finance Call Center Agent

Kelly Services
Phoenix, AZ
Employment: 6 months with a chance of permanency Shift: Day Shift | 7:45 AM to 5:15PM | Monday to Friday | Remote Pay Rate: $20/hr Summary of Responsibilities: The Tax Compliance Customer Service Representative is responsible for providing exceptional inbound phone support to taxpayers regarding individual and business tax compliance issues. This role requires professionalism, attention to detail, and strong multitasking skills in a fast-paced call center environment. Agents will review taxpayer accounts, educate callers on available resources, document interactions, and resolve Tier 1 inquiries while upholding state and federal standards Responsibilities: + Handle inbound customer calls related to individual and business tax compliance, delinquency, and general inquiries. + Provide professional and courteous service to taxpayers while maintaining confidentiality and accuracy. + Resolve Tier 1 issues efficiently while documenting actions across multiple systems. + Review and verify taxpayer accounts; gather and update information in real time. + Educate taxpayers on online self-service options and current tax policies. + Process and submit payment arrangement requests following departmental guidelines. + Maintain performance standards including call quality, productivity, and accuracy. + Participate in team engagement activities and continuous improvement initiatives. + Follow established procedures and adhere to state and federal compliance regulations. + Work in a fully remote setting with high accountability for attendance and dependability. Must-haves: + Minimum 1 year of recent call center experience (finance, insurance, or telecom preferred). + Strong multitasking, communication, and problem-solving skills. + Proficient with Microsoft Word, Excel, and Google Workspace. + Basic math skills (addition, subtraction, multiplication, division). + High school diploma or GED. Skills Desired/Preferred: + Bilingual in English and Spanish. + Associate degree or higher. + Experience in banking or financial services. + Prior involvement in process improvement initiatives. + Demonstrated longevity in previous roles (1+ year per position).. As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here ( for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community. Get a complete career fit with Kelly ® . You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career. About Kelly Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year. Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
Posted 2025-11-14

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