Remote Accounting & Tax Support Specialist

Summary

Join our growing team as an Accounting & Tax Support Specialist! We're seeking a motivated and detail-oriented individual to provide exceptional support to customers by handling tax and accounting inquiries, providing guidance and support, and assisting with various accounting tasks.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field (preferred)
• Priority will be given to candidates who are Certified Public Accountants or Enrolled Agents
• 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
• 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

Benefits

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