Customer Service Representative (CSR)

One of the most important people on our Team is the Customer Service Representative (CSR). Some might even refer to this individual as an Administrative Assistant or a Receptionist. Nevertheless, in my opinion, they are basically, "The CEO of First Impression" within a company. When interviewing for this position for any of our four locations, I am very meticulous in the selection of this very valuable Team Member. The CSR position requires an individual to be courteous, polite, and well-mannered at all times, regardless of the situation. They must also possess the ability to be detail-oriented and excellent at multi-tasking.

Job duties include, but are not limited to:

• Answering Telephones
• Assisting Team Members
• Data Entry
• Drafting Documents
• Filing Client's Folders
• Greeting Clients
• Scheduling Appointments
• Serving Clients Amenities

Tim C. Lee, CEO & Founder

TCL Financial & Tax Services offers a wide range of services to help individuals and businesses reach their financial goals. Our Team consists of dedicated and highly trained advisors, counselors, and professionals who are devoted to give insightful, reliable, and up-to-date advice to each client. Many tax preparation companies are only open during the peak tax season months of January through April 15th, but we are committed to our current and future clients and is open year-round just in case they need us. We also specialize in more than just tax preparation. Currently, our company offers over a dozen financial services to the public. We have been in business for over 20 years, have four locations, and have earned an A+ Rating with the Better Business Bureau. Our ultimate goal is to become the leader in the industry when it pertains to financial and tax preparation services for individuals and businesses nationwide. At TCL Financial & Tax Services, Client Satisfaction is Always a Top Priority!