K-1 Support Analyst

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Staffmark is hiring for a temporary Support Analyst with a premier Accounting organization in the Hermitage area. If you have previous call center and/or customer service experience, Staffmark of Nashville would love to speak with you!  

Summary:

The Support Analyst supports the needs of the firm’s Tax LLP, National Federal Tax Services, and Partnership Solutions Group (PSG) client organizations that utilize Tax PSG K-1 Tax services. The primary responsibility of the Support Analyst is managing incoming phone calls from K-1 recipients or their specific designate, recording support need, delivering basic resolutions through effective us of available knowledge and resources.

A successful candidate will demonstrate strong written and verbal communication skills to provide quality service to customers through multiple contact channels and have exposure to and knowledge of financial or tax accounting.

Primary Duties:   

  • Resolve and respond to investor support requests through multiple contact channels: phone, email, and voicemail
  • Work with subject matter experts to escaluate the issue for proper resolution when the caller’s need exceed the job knowledge and expertise of the FRC analyst and/or the established time to resolve issue is exceeded
  • Record all transactions using an incident management tool and other related databases.
  • Make knowledgebase look ups, identify gaps in knowledge and contribute to building a common knowledgebase
  • Properly handle information in accordance with PII common practices
  • Create reports on daily activities as required
  • Handle other PSG or CallCenter support or project work as assigned
  • Continually develop a deeper knowledge of K-1 products to fully support partners of publically traded partnerships
  • Support Annual Benefits Open Enrollment with the HR/Benefits Group as needed during Tax non-busy season

Education:

  • Bachelor’s degree preferred

Knowledge, skills, & abilities required:

  • Good typing and input skills are preferred as timely documentation of customer contact information is important.
  • Excellent customer service skills.  Ability to deal with frustrated, elderly callers.
  • Experience in handling confidential information to include PII (Personal Identifiable Information). 
  • Excellent written, verbal, listening, analytical, and communications skills required.
  • Excellent organization skills with the ability to multitask. Expert problem solver. Effectively use knowledge and training to resolve issues.

About Staffmark

Staffmark makes all employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, ancestry, medical condition, age, marital status, national origin, citizen status, political affiliation, union membership, genetic information, physical or mental disability, veteran status, denial of medical or family leave, pregnancy or pregnancy disability leave or any other protected group status as defined by federal, state or local law. We will provide reasonable accommodations throughout the application or interviewing process. If you require a reasonable accommodation, contact us. Staffmark is an E-verify employer.

Recommended skills

Coordinating

Multitasking

Verbal Communication

Communication

Typing

Telephone Skills

Location

Salary Details

This salary was provided in the Job Posting.

$18

Hourly Salary

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