Team Lead, Accounting & Tax Support

Summary

Join our growing team as a Team Lead, Accounting & Tax Support! Lead a team of tax and accounting professionals, providing exceptional support to our customers. Ensure clients have a smooth experience through effective team leadership. Responsibilities include quality assurance for customer interactions, answering accounting and tax questions, assisting with our platform and software, and developing familiarity with Heard's business processes. The ideal candidate possesses strong leadership experience, accounting/tax expertise, excellent communication skills, and proficiency in relevant software. We offer a competitive salary, flexible PTO, medical coverage, retirement support, and wellness stipends.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field
• Demonstrated leadership experience (2 years)
• 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)
• CPA required

Responsibilities

• Lead a team of tax & accounting specialists, providing world-class support experience
• Provide comprehensive quality assurance for team's customer interactions
• 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

• Opportunity to revolutionize the mental health industry and build both relationships and teams that make a tangible impact on our customers and their patients
• An environment that prioritizes your psychological safety always. We empower team members to be relentlessly curious and act with 100% ownership, believing that we can go the extra mile, together
• Competitive salary package and benefits, which include flexible PTO, medical coverage, retirement support, and wellness stipends
• $35 - $40 an hour