Tax Lobby Navigator

Position Summary

Hello, we are seeking a Tax Lobby Navigator for our business.
The position performs front-line customer service by assisting visitors. This position provides information, directs inquiries using the tax lobby queuing system, and supports clerical functions such as data entry and supply management. Working under direct supervision, the Tax Lobby Navigator ensures a positive and efficient experience for taxpayers and community members visiting the office.

Essential Duties and Responsibilities

• Greet and assist customers in a courteous and professional manner.

• Check in customers using the Tax Lobby Queuing System (kiosk).

• Direct customers to appropriate staff or external County/State agencies for non-tax inquiries.

• Communicate any technical issues with the queuing system to the supervisor.

• Monitor and replenish supplies such as survey cards and receipt paper, notifying supervisor when reordering is needed.

• Maintain accurate records and perform basic data entry as required.

• Provide general information about tax services, deadlines, and office procedures.

• Uphold departmental standards of professionalism, confidentiality, and service excellence.

Minimum Qualifications

Education:

• High School Diploma or equivalent required; Associate’s Degree preferred.

Experience:

• At least two (2) years of customer service or community service-related experience.

Knowledge, Skills, and Abilities

Knowledge of:

• Office computer systems and applications, including Microsoft Office Suite.

• Customer service practices and procedures.

• Proper English usage, spelling, grammar, and composition.

• Bilingual communication (preferred).

Skills in:

• Active listening and verbal communication.

• Attention to detail and accuracy.

• Time management and multitasking.

• Critical thinking and problem solving.

• Providing excellent customer service with professionalism and empathy.

Abilities:

• Collaborate effectively with team members and other departments.

• Communicate clearly with customers and staff.

• Maintain a customer-first approach in all interactions.

• Operate various computer applications and office systems efficiently.

Working Conditions

• Position requires on-site presence in a public-facing office environment.

• Regular interaction with citizens and staff in a busy setting.

• May involve prolonged periods of standing or sitting.