Customer Care Lead – BCADS BCOR Administrative Services, LLC – Cedar Rapids, IA

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BCADS BCOR Administrative Services, LLC

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Full Job Description

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives – tools often reserved for the wealthy.

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality. Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing and a singular focus on driving end-user value.

Since charting new territory on a daily basis is part of everyone’s job at Blucora, we’ve attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem- solving is a team sport, and feel energized by a good debate, deep dive research, or a fun night out with colleagues, we might be the right firm for you!

Position Summary

TaxAct, a subsidiary of Blucora and sister company to Avantax Wealth Management and Avantax Planning Partners is seeking a Customer Care Lead position that will be responsible for assisting management with leading the daily operations in a fast-paced Customer Care environment. The candidate will interact one-on-one with our Customer Care staff as well as train and mentor staff in providing professional and friendly support to our customers.

Essential Duties & Responsibilities

Major responsibilities of the Customer Care Lead position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Responsible for support operations for the TaxAct Consumer product lines and related processes.
  • Provide backup support for other departments in the Customer Care Center as needed.
  • Provide professional and friendly support to all external and internal customers and serve as a point of escalation for customer requests and concerns.
  • Troubleshoot and research customer issues and, when appropriate, clearly communicate them to the appropriate manager or department for a quick resolution.
  • Research complex tax-related program issues or questions and submit emails to Tax Accountants for assistance as needed.
  • Provide timely phone, email, chat, and social media support requests to TaxAct customers.
  • Process and respond to customer IRS and State tax notices.
  • Contribute to workstream projects during the off-season to support and improve the Customer Care department.
  • Manage, coach, and mentor agents, provide weekly one-on-one progress tracking/mentoring sessions with agents assigned to you, and assist all agents with day-to-day questions. Provide progress tracking updates to their assigned agents both during training and season so they are aware if they are achieving their individual goals.
  • Provide feedback to supervisors regarding agents assigned to you for Performance Reviews.
  • Responsible for implementation and coordination of strategies, information, and procedures necessary for agents to perform their jobs efficiently.
  • Monitor and prioritize coverage across call, chat, and email queues as well as social media channels according to departmental defined goals.
  • Perform ongoing contact/call/chat monitoring for quality assurance and suggest adjustments to queues/staffing to ensure service levels are met.
  • Make suggestions to management on business process improvements based on call/chat monitoring results.
  • Prepare reports as requested by management – utilize metrics to maintain alignment with department and individual goals.
  • Communicate trending issues to management.
  • Based on customer interactions, propose needed responses for the knowledge database and send them to the appropriate individual for creation.
  • Routinely answer questions, promote teamwork, and foster collaboration.
  • Convey a professional and positive image internally and externally.
  • Other job duties as defined.

Education & Experience

  • Bachelor’s degree in accounting or computer-related field or equivalent education, training, or work experience preferred.
  • 2 – 3 years of call center supervisory experience or equivalent experience preferred.
  • 2 plus years of experience with Internet browsers & Microsoft Window’s operating systems preferred.
  • Tax preparation experience or equivalent preferred.
  • B to B experience preferred.
  • Excellent written and verbal communication skills.
  • Attention to detail.
  • Ability to multitask.
  • Strong problem-solving skills.
  • Excellent Time management skills.
  • Helps to maintain a positive work environment.

Physical Demand & Work Effort

  • Keying/typing, standing, walking.
  • Sitting for an extended period.
  • Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
  • The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
  • Compliance with company attendance standards.

Comprehensive Benefits

We offer a competitive salary, outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.


At Blucora, we believe our work benefits from the diverse perspectives of our employees. As such, Blucora welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Blucora, you can expect a supportive, open and inclusive atmosphere and a team that values your contributions.

Blucora, Inc. and its subsidiaries, Avantax Wealth Management, Avantax Planning Partners (formerly HK Financial Services), and TaxAct are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law. Blucora, considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to know basis or as required by law. If you need assistance or an accommodation due to a disability, you may contact us at or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.

Job Type: Full-time