Customer Support & Forms Specialist | Full Time (Allen, TX)

Position Overview
Customer Support & Forms Specialist.  Research, develop, test, and maintain supplemental forms for the FormsPlus tax software.

Duties and Responsibilities

  • Develops supplemental forms to the state premium tax returns, using proprietary development tools and java.
  • Researches, analyzes, and implements form changes
  • Performs detailed testing of software
  • Provides product support, including phone and email support. Maintains a professional and lasting relationship with customers
  • Maintains state specific documentation for tax laws, tax positions, and standards
  • Contacts government agencies regarding form availability, changes and other developments.
  • Provides suggestions for enhancements and improvements to the software, general and processes.


  • Education and Experience - Bachelor’s degree or equivalent experience (accounting, finance, or tax preferred)

Technical Skills:

  • Knowledge of Microsoft applications (Excel, Word, Outlook)
  • Know of tax principles or experience working financial applications a plus

Character Attributes:

  • Excellent communication skills
  • Strong work ethic
  • Detail oriented
  • Dependable
  • Flexible and able to adapt quickly
  • Good problem-solving skills
  • Ability to work in a team and independently


  • Some work outside normal business hours and some weekends required.
  • Training will be provided for this position. 

Conditions of Employment

  • Background check
  • Drug Test
  • Work Status

Serve. Grow. Transform.
Our mission is to serve the insurance industry with accurate, timely, and comprehensive premium tax software and services while developing lasting relationships with our customers and employees, and actively working toward improving our community and world.

Apply today! We can't wait to meet you.

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