Accounting And Tax Support Specialist

Summary

Join our growing team as an Accounting & Tax Support Specialist! You will provide exceptional support to customers by handling tax and accounting inquiries, offering clear guidance, and assisting with various accounting tasks. This role requires strong communication and problem-solving skills, along with experience in tax or accounting. A Bachelor's degree in a related field is preferred, but not required. We offer a competitive salary and benefits package, including flexible PTO, medical coverage, retirement support, and wellness stipends. If you thrive in fast-paced environments and enjoy helping others, this is the perfect opportunity for you!

Requirements

• Minimum 1 year of experience in a tax or accounting role, preferably with SMB sole proprietors and S Corps
• Strong written and verbal communication skills with the ability to explain complex financial concepts in a clear and concise manner
• Demonstrated product or customer service experience, preferably in a SaaS B2B setting
• Familiarity with modern ticketing, customer engagement, and CMS solutions within customer service environments such as Zendesk, Salesforce Service Cloud, or Help Scout
• Excellent attention to detail and accuracy
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment
• Strong analytical and problem-solving skills
• Proficient in Google Suite (Gmail, Docs, Sheets, Slides)

Responsibilities

• Answer questions about accounting practices, tax forms, deductions, credits, and other back-office related questions
• Assist customers in navigating our bookkeeping platform, tax preparation checklists and software, and ensure they're on the right track
• Provide live phone support to customers that require urgent assistance
• Develop familiarity with the business processes and financing / accounting best practices underpinning Heard in order to answer basic questions related to these functions
• Create a welcoming and supportive experience for every customer interaction

Preferred Qualifications

Bachelor's degree in Accounting, Finance, or a related field

Benefits

• Flexible PTO
• Medical coverage
• Retirement support
• Wellness stipends