If you searched Superstar Sourcing for Tax Season Customer Service Associate on January 3, 2026 you'd find 441 great candidates

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Candidate Profiles

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V**** P****

Senior Tax Analyst at H and R Block

Lakeland, Florida, United States 34 years 4 months

This candidate is currently working as a Senior Tax Analyst at a major tax service provider, matching all criteria needed for a tax season associate role. Senior Tax Analyst at H and R Block → Tax Advisor/Client Service Leader at H&R Block → Tax Associate at H and R Block. Excellent.

Work Experience

H & R Block
Tax Professionall II/ Senior Tax Analyst · 10 years 1 month
American Airlines
Passenger Service Agent/Reservationist · 9 years 4 months
H&R Block
Tax Advisor/Client Service Leader · 3 years 8 months
Reno Air
Tour Operator · 2 years
+ 6 more positions

Qualification Criteria 3 met

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax marketing payments deposits sales purchase brochures catalogs upholstery reservations client service tax returns +3 more
100%

A*** A****

Customer Support Specialist at TaxDo

Irvine, California, United States 6 years

This candidate has dedicated experience in customer support specifically for tax software and prior tax experience. TaxDo CSR → Grant Thornton Sales Tax, 6 years total. Excellent.

Work Experience

TaxDo
Customer Support Specialist · 4 years
Grant Thornton
Sales Tax Assistant manager · 1 year 9 months
Grant Thornton
Intern - Sales tax Dept · 7 months

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

sales tax customer support sales tax
100%

K**** W***

Student of Accounting at University of Wisconsin-Milwaukee

United States 5 years 7 months

This student is a current Tax Preparer with extensive stated customer service experience dating back over eight years. Ex-Night Manager → Tax Preparer (current). Excellent.

Work Experience

Jackson Hewitt Tax Service Inc.
Tax Preparer
Maurer's Urban Market
Night Manager · 10 months

Qualification Criteria 3 met

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

accounting tax compliance legislation regulations documentation grocery payments cashiers customer service tax returns
100%

C**** C****

Customer Service Specialist at Convergys

United States 3 years

This applicant brings direct experience as a Tax Preparer and Customer Service Specialist across multiple relevant roles. Convergys (CSR) → Intuit TurboTax (Tax Preparer) → Jackson Hewett (Income Tax Preparer). Excellent.

Work Experience

Intuit TurboTax Verified Pro
Tax Preparer · 2 years 9 months
Convergys
Customer Service Specialist
Jackson Hewett Tax Service
Income Tax Preparer · 6 months

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax due diligence customer service income tax
100%

K**** K****

Customer Service Representative at Internal Revenue Service

Haverhill, Massachusetts, United States 21 years

Perfect fit - extensive recent experience as a CSR directly supporting taxpayers and reviewing tax accounts for the IRS. Customer Service Representative at Internal Revenue Service for 14+ years → Sales Representative. Excellent.

Work Experience

Fidelity Investments
Customer Service Representative · 1 year 2 months
Internal Revenue Service
Customer Service Representative · 14 years 9 months
Public's Sector Partners
Customer Service Representative · 1 year 2 months
Piercing Pogoda
Key Account Supervisor · 3 years 10 months
+ 1 more positions

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

p less tax teaching sales customer service tax returns
100%

R**** G***

Independent Business Owner/ERO

Gulfport, Mississippi, United States 25 years 6 months

This candidate is an excellent fit with clear customer service, tax experience, and likely seasonal/temporary roles within their own tax business. Owner/ERO (Tax) → Customer Care Rep (CRM use) → Manager (Customer Service/Tax Compliance) → Customer Service Rep (High Volume Calls). Elite Tax Service/Drake Software/Walmart.com, AA Business Admin. Excellent.

Work Experience

Walmart.com
Customer Service Representative · 5 years 4 months
Drake Software
Customer Care Representative · 9 months
Elite Tax Service, LLC
Manager · 23 years 4 months
Elite Tax Service, LLC.
Independent Business Owner/ERO · 17 years 10 months

Qualification Criteria 3 met

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

accounting microsoft management word powerpoint entrepreneurship arts administration crm compliance tax referrals +8 more
100%

R*** R****

Customer Service Tax Specialist at CoreLogic

Taylor, Texas, United States

This candidate actively holds the exact title matching both customer service and tax specialization. Customer Service Tax Specialist at CoreLogic. Excellent.

Work Experience

CoreLogic
Customer Service Tax Specialist

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax customer service
95%

K****

Audit Associate at Tilak K. Vadhera, CFE, CPA Firm

New York, New York, United States 17 years 9 months

This candidate has significant direct experience preparing and filing tax returns for hundreds of clients, including advising on credits and supervising preparers, demonstrating both tax and advisory skills. Audit Associate → Tax Preparer (IRS agency). Excellent.

Work Experience

I.R.S agency Lower East Federal Credit Union
Tax Preparer · 1 year 4 months
Tilak K. Vadhera, CFE, CPA Firm
Audit Associate · 16 years 7 months

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

accounts receivable accounts payable data analysis state tax tax returns tax credits accountants finance accounting audit responsible payroll +8 more
95%

R**** H****

Tax Associate

New York, New York, United States 5 years 8 months

Excellent background preparing and reviewing tax returns for various entity types, including strong customer service skills. Tax Associate/Staff → Tax consultant → operations/training. Excellent.

Work Experience

Fiotax Inc.
Tax Associate
UHY-US
Tax Staff
Citrin Cooperman
Tax Staff

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax sales planning consulting compliance corporations partnerships consultation operations financials training management +8 more
95%

D**** D****

Customer Relations at Gusto!

El Paso, Texas, United States 6 years 1 month

Candidate has direct, recent experience resolving payroll tax notices for customers and interacting with tax agencies, which is highly relevant to customer service in a tax context. Gusto Tax Resolution → ANB Bank. Excellent.

Work Experience

Gusto
Tax Resolution
Gusto
Payroll and Taxes Support Specialist
ANB Bank
Treasury Management Specialist
Gusto
Advanced Payroll Support Specialist

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax payroll law liaison government supervision documentation compliance engagement operations workflow processing +8 more
95%

S**** P****

Income Tax Expert with Master's in Accounting | Tax Prep, Forecasting

Pittsburgh, Pennsylvania, United States 5 years 11 months

Excellent fit with direct, recent experience as an Income Tax Expert actively preparing returns and using tax software. Ex-Penn State MS Accounting → Accounting Associate → Income Tax Expert. Excellent.

Work Experience

New York Innovative Solutions Corp.
Accounting Payroll · 3 months
Ascent Pharmaceuticals Inc.
Accounts Payable & Bookkeeping Assistant · 3 months
Steve Goldflam & Associates, LLC
Accounting Associate · 3 months
Main Line Health
Senior Accountant Financial Reporting
+ 6 more positions

Qualification Criteria 1 met, 2 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

accounting managerial tax quickbooks microsoft jda preparation software confidentiality llc regulations reporting +8 more
95%

D**** W****

Revenue Agent at Internal Revenue Service

Richmond, Virginia, United States 33 years 6 months

This professional has extensive experience spanning government revenue roles and some direct tax preparation. Revenue Agent IRS (4y 10m) → Accounts Mgmt IRS (4y 4m) → Client Relations (11y 5m) → Grants Accountant (3m) → Budget Analyst (9m) → Office Manager & Income Tax Preparer (11m) at Liberty Tax → Auditor → Tax Problem Resolution Specialist (11m) → Revenue Officer IRS (3y 6m).

Work Experience

Rue and Associates
Tax Problem Resolution Specialist · 11 months
Bank of America
Senior Risk Control Specialist · 1 year
Robert Half Finance & Accounting
Grants Accountant · 3 months
TNT Limousine
Client Relationship Manager · 11 years 5 months
+ 6 more positions

Qualification Criteria 1 met, 2 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax compliance research analysis regulations risk grants management budget collections goal oriented income tax +1 more
95%

A**** G****

BANKING, FINANCIAL AND TAX SERVICES

United States 15 years 5 months

This candidate has direct experience processing various income tax returns. Tax Assistant at Plante Moran → Remittance Processor at JPMorgan Chase → Inventory Specialist at Apple → Tax Information Aid at NY State Tax Dept; 15 years 5 months experience. Excellent.

Work Experience

Legends Hospitality
Concessions Manager · 3 years 4 months
Apple
Inventory Specialist · 1 year 3 months
JPMorgan Chase & Co.
Remittance Processor · 2 years 1 month
Plante Moran
Tax Assistant
+ 2 more positions

Qualification Criteria 1 met, 2 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

data collection database management quality control income tax tax returns customer service data entry leadership research database management tax +8 more
95%

J** W***

Account Specialist

Baltimore, Maryland, United States 14 years 11 months

Excellent fit candidate has spent their entire 14+ year career handling tax research, system maintenance, and tax projects, which heavily implies customer/internal service during tax season. Agent at AccuFinance for 14+ years. Excellent.

Work Experience

AccuFinance
Agent · 14 years 10 months

Qualification Criteria 1 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

research projects tax preparation tax preparation
95%

M**** G****

Manager @ Liberty Tax Service | Medical Billing, Customer Support

Springfield, Massachusetts, United States 12 years 9 months

This candidate has extensive experience as both a tax preparer and in customer service roles. Manager at Liberty Tax → Tax Preparer (9+ years) → management, also experience in Airport Operations Specialist addressing customer concerns. Excellent.

Work Experience

Liberty Tax Service
Tax Preparer · 9 years 11 months
Liberty Tax Service
Manager · 1 year 11 months
JetBlue
Airport Operations Specialist · 2 months
Home Health Solutions
PCA · 1 year 3 months
+ 1 more positions

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax preparation clarity leadership education planning accounting operations outlook organized safety billing +6 more
95%

A**** A****

Customer Service Representative/Account rep at Internal Revenue Service

United States 26 years

This candidate has decades of high-level tax and customer service experience directly with the IRS. IRS CSR/Account Rep (26+ yrs) handling identity theft/tax issues. Excellent.

Work Experience

Internal Revenue Service
Customer Service Representative/Account rep · 26 years 1 month

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

p less tax law adjustments mentoring conflict mediation customer service interpersonal skills tax law conflict resolution
95%

A**** A****

Accounting Graduate | Seeking Opportunities

Chambersburg, Pennsylvania, United States 3 years 10 months

This recent graduate explicitly highlights seasonal tax preparation experience which directly matches two key criteria, offsetting the non-tax warehouse work. Tech/Tax Associate (seasonal) → Amazon Warehouse. Excellent.

Work Experience

Main Street Tax Service
Tax Associate · 4 months
Amazon
Warehouse Associate · 3 years 10 months

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

education accounting tax reliability discipline management efficiency truck transportation print preparation software +4 more
95%

M**** C****

Internal Revenue Agent

Chicago, Illinois, United States 10 years 11 months

Excellent fit with direct experience as an IRS Agent and volunteer tax preparer (VITA certified), showing deep compliance and preparation skills, though primary roles look long-term. IRS Agent → Tax Analyst (4.10yr) → Volunteer Tax Preparer (Tax). Excellent.

Work Experience

Internal Revenue Service
Internal Revenue Agent - LB&I · 1 year 9 months
TransUnion
Tax Analyst · 4 years 10 months
College of DuPage
Volunteer Income Tax Preparer · 6 months
Macy's
Sales Associate · 5 months
+ 3 more positions

Qualification Criteria 1 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

income tax tax returns tax law special events public affairs tax liability compliance law sales marketing reports +2 more
95%

K**** T****

Account Manager, Sole Proprietor, Broker Alliance Capital Management, Townsends Tax Service, Karina's Realty

Fayetteville, North Carolina, United States

The candidate highlights expertise in bookkeeping and tax preparation gained through sole proprietorship experience, directly meeting the core requirement. Sole proprietor experience focused on tax preparation/accounting. Excellent.

Work Experience

Alliance Capital Management, Townsends Tax Service, Karina's Realty, Pyramid Real Estate
Account Manager, Sole Proprietor, Broker

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax preparation resume accounting bookkeeping tax preparation sales
95%

C**** S****

Customer Service Representative at Experian

Sanford, North Carolina, United States 13 years

This candidate has direct experience as a Tax Accountant and relevant skills, though the primary current title is CSR. Experian CSR → H&R Block Tax Accountant (12 yrs), Associates in Accounting. Excellent.

Work Experience

H&R Block
Tax Accountant · 12 years 11 months
Experian
Customer Service Representative

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax customer service
95%

D**** T****

VITA Administrative Assistant at Center for Community Resources

Pittsburgh, Pennsylvania, United States 19 years 3 months

This candidate has extensive, long-term experience as a VITA Administrative Assistant, which directly involves tax assistance and customer interaction, fitting the general scope well, despite the title not being CSR exactly. VITA Assistant (6+ years) → Crew Chief (McDonald's, 12 years). Excellent.

Work Experience

Center for Community Resources
VITA Administrative Assistant · 6 years 11 months
McDonald's
Crew Chief · 12 years 4 months
Center for Community Resources
Volunteer Income Tax Assistant · 5 months

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

work ethic food service income tax electronic filing tax law organized training food efficiency safe deposits tax +2 more
95%

N**** L***

Put your desires and passions out into the universe and watch them become reality.

Sacramento, California, United States 5 years 3 months

Direct, recent tax preparation and client consultation experience at H&R Block, combined with prior general customer service roles. H&R Block Tax Specialist/Associate (15 mos total) → Amazon → TTEC. Excellent.

Work Experience

H&R Block
Tax Specialist · 8 months
TTEC
Bank Deposit Specialist · 3 months
Olive Garden
Food Server · 3 months
H&R Block
Tax Associate · 5 months
+ 6 more positions

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

client relations skills tax preparation client relations tax planning tax law customer service tax preparation consulting documentation compliance leadership +8 more
95%

C*** B****

Accounting student at Kent State.

Akron, Ohio, United States 5 years 1 month

This student explicitly calls out direct tax preparation experience from H&R Block and relevant customer service skills, making them an excellent match despite student status. Student → H&R Block Tax Preparer (1.25 yr) → Barista. Excellent.

Work Experience

Starbucks
Barista · 4 years
H&R Block
Tax Preparer · 1 year 3 months

Qualification Criteria 3 met

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax expenses confidentiality education courses customer service tax returns continuing education
95%

B**** N****

Assistant Store Manager

Memphis, Tennessee, United States 25 years 3 months

Excellent fit due to extensive tax preparation experience at H&R Block and recent recent customer service roles. Tax Specialist (20yr 11mo) at H&R Block → CSR (2yr) at Xtend. Excellent.

Work Experience

Eclips
Hairstylist · 17 years 9 months
H&R Block
Senior Tax Specialist · 20 years 11 months
Xtend Healthcare, LLC
Customer Service Representative · 2 years
U.S. Census Bureau
Enumerator · 1 year
+ 1 more positions

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

financial services customer support customer service beauty industry general ledger tax returns income tax sales tax tax sales marketing beauty +8 more
95%

A**** S****

Tax Specialist & Customer Service Expert

Memphis, United States 22 years 7 months

This individual has dedicated experience in tax specialist roles, consulting, and tax support, highly relevant to tax season support. Ex-IRS Tax Specialist (16+ yrs) → Consultant → Client Tax Rep. Excellent.

Work Experience

Davidson Hotels & Resorts
Hospitality · 3 years 1 month
Tax Doctor
Tax Consultant · 2 years 1 month
blueStone Staffing
Tax Consultant
Anderson Business Advisors
Client Tax Representative
+ 1 more positions

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax hospitality
95%

A** M****

Revenue agent @ IRS

Los Angeles, California, United States 9 years 11 months

Excellent direct experience preparing returns and interviewing clients recently at H&R Block, fitting the customer interaction aspect perfectly. Tax Specialist at H&R Block (3y 3m) → Revenue Agent at IRS. Excellent.

Work Experience

Denny's
Host
Internal Revenue Service
Revenue Agent
Miod and Company, LLP
Forensic Accountant
Haskell & Davis
Senior Staff Accountant · 9 months
+ 6 more positions

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax accounting construction injury loans property evaluations adjustments computers expenses documentation less +1 more
95%

S**** D****

TPA at TurboTax

Newport News, Virginia, United States 8 years 10 months

Currently works as a Tax Prep Assistant during tax season with extensive prior customer-facing and sales experience. Ex-Sales/Leasing → TPA at Intuit (6 yrs). Excellent.

Work Experience

Scully Company
Leasing Consultant · 1 year
The Franklin Johnston Group
Leasing Specialist · 10 months
Bob Evans Restaurants, LLC
Cashier/Server/Hostess · 5 months
Intuit
TPA · 6 years
+ 3 more positions

Qualification Criteria 3 met

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

property management food industry leadership retail property management food tax leasing server sales
95%

D**** S****

Enrolled Agent

Chula Vista, California, United States 15 years 2 months

An Enrolled Agent with significant recent tenure as a CTEC Certified Tax Preparer, indicating strong qualification, though formal CSR title is missing. JRG Tax Preparer (8 yr) → Financial Services Preparer → DAVID YORK'S Preparer. Excellent.

Work Experience

DAVID YORK'S TAX SERVICE, INC.
Tax Preparer · 7 months
Chryssostomides Financial Services
Tax Preparer · 1 year 8 months
Abercrombie & Fitch
Impact Team Member · 2 years 5 months
Darline's Notary Public
Notary Public · 4 years 1 month
+ 3 more positions

Qualification Criteria 1 met, 2 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

customer service cash register notary public sales tax income tax financial statements tax returns tax law determination leadership reliability accounting +8 more
95%

K**** N****

Accounting Graduate | Aspiring CPA | Seeking Entry-Level Staff Accountant Role | Skilled in Tax Preparation, Payroll, & Financial Reporting | Remote-Ready

Lancaster, California, United States 6 years

This candidate explicitly lists preparing and filing over 500 tax returns annually for various entities, a great match for tax prep, and recent Office Admin experience implies customer management. Office Administrator at CPA firm (4yrs) → Prep/file 500+ tax returns; Accounting Graduate. Score 95 because Customer Service Representative is implied via client communication, and Seasonal/temporary aspect is unknown.

Work Experience

Lawrence S. Rachmel, C.P.A.
Office Administrator · 4 years 2 months
BURGER KING IBERIA
Cashier · 2 years

Qualification Criteria 1 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

client relationship management tax preparation financial reporting relationship management tax returns operational efficiency customer service accounting cpa tax preparation payroll +8 more
90%

C**** W***

Graduate Student at California State University-Fullerton - College of Business and Economics

Elk Grove, California, United States 18 years

This candidate has significant recent experience in taxpayer assistance and tax compliance roles, which strongly aligns with tax preparation support. Senior Tax Rep → Taxpayer Assistance Rep, 18 years total, MBA/BBA. Excellent.

Work Experience

Employment Development Department
Tax Compliance Representative · 2 years 5 months
Employment Development Department
Senior Tax Compliance Representative · 6 years 2 months
Titan Shops
Sales Representative · 2 years 8 months
Employment Development Department
Taxpayer Assistance Center Representative · 1 year 5 months
+ 1 more positions

Qualification Criteria 2 met, 1 not

Seasonal/temporary work
Tax preparation experience
Customer Service Representative

Skills & Expertise

tax compliance tax compliance sales
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