Tax Reporting Specialist in St. Louis, MO at DISYS

Date Posted: 7/28/2018

Job Snapshot

  • Employee Type:
  • Location:
    St. Louis, MO
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Job Description:

  • Candidates will provide seasonal Tax Reporting Support for both year-end and tax time incoming questions from customers.

  • Will handle calls from customers who need assistance on things such as the request of tax forms or updates on tax form mailings - will need to be able to comfortably navigate the internal computer system.

  • This is a customer service role, where all incoming calls will be focused on the customer's needs that arise for tax reporting, tax forms, dividends reporting for tax purposes, capital gains for tax reporting, etc.

  • Will handle a high volume of incoming calls (40-50 a day).

  • Will need excellent communication skills, and must be able to correspond with customers through phone and written correspondence.

  • Will handle escalated calls, and needs the ability to maintain composure under pressure is a must.

  • Will document each call within the internal computer system.

Job Requirements

Job Requirements

  • Experience with Tax Reporting and/or familiarity with tax forms or Cost Basis, with a combination of receiving inbound calls required.

  • Excellent communication skills with the ability to maintain composure under pressure is a must.

  • Previous call center experience preferred. Still must have knowledge of tax form information, cost basis, or the brokerage industry.

  • Finance & Accounting background gained via work or schooling is strongly preferred.

  • Familiarity with Tax Forms.

  • Strong computer and skills necessary.

Digital Intelligence Systems, LLC. is an Equal Opportunity Employer, M/F/D/V. We do not discriminate against any employee or applicant because they inquired about, discussed, or disclosed compensation. Email recruitinghelp @ to contact us if you are an individual with a disability and require accommodation in the application process.


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