Compliance workflows for payment programs, agreements, and EFINs for customers Assist sales consultants with order errors and questions Communicate with customers to assist with questions Review incoming customer/EFIN submissions for completeness and accuracy Verify EFIN status and preparer credentials against IRS and internal databases Flag inconsistencies, fraud indicators, or policy violations for further investigation Approve, deny, or escalate applications per risk guidelines and SLAs Document decisions and maintain audit-ready records Collaborate with fraud, compliance, and customer support teams on edge cases
Requirements:
2+ years of experience in a sales support or risk operations role Familiarity with IRS e-file requirements and EFIN processes (or willingness to learn) Comfortable working in high-volume, deadline-driven queues
Skills:
Proficient in MS Office Suite and Salesforce Strong attention to detail and problem solving skills Excellent communication skills, both written and verbal
Education:
Associate or bachelor's degree preferred Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/ . Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.