Level 2 Tax, Accounting & Payroll Support Specialist

🔥 2 minutes ago

🇵🇭 Philippines – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Sourcefit

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

📣 Marketing

📦 Logistics

🏥 Healthcare

Marketing • Logistics • Healthcare

Sourcefit is a leading business process outsourcing company with headquarters in the Philippines and offices in the Dominican Republic, Armenia, Madagascar, and South Africa. Founded in 2009, Sourcefit specializes in providing custom offshore and nearshore staffing solutions across various industries including IT, Finance, Healthcare, Retail, and more. They focus on offering efficient and cost-effective BPO services such as telesales, customer support, content moderation, IT support, web development, and more. Sourcefit is committed to building long-term value for organizations through customized, efficient, and integrated offshore staffing solutions.

📋 Description

• Resolve complex and escalated customer inquiries across email, chat, and phone • Provide accurate tax, accounting, bookkeeping, payroll, and compliance guidance • Serve as the primary escalation point for frontline team members • Advise on quarterly tax estimates, S-corp analysis, reasonable compensation, and operating as an S-corporation • Support and troubleshoot bookkeeping and payroll inquiries, ensuring alignment with tax reporting • Provide phone support for high-priority or sensitive escalations • Review and validate responses for accuracy and consistency • Identify and communicate recurring issues, risks, and customer pain points to leadership and cross-functional teams • Contribute to process improvements, internal documentation, and knowledge base enhancements • Collaborate with Operations, Product, and Customer Success teams • Maintain detailed and accurate case documentation • Uphold standards for quality, responsiveness, customer satisfaction, ownership, and accountability

🎯 Requirements

• Strong knowledge of tax preparation workflows, including amendments, tax notices, extension uploads, and return processing • Ability to handle complex customer concerns and resolve escalations • Knowledge of extensions, income calculations, partnership returns, multi-entity situations, and pricing tiers • Ability to identify and escalate sensitive data privacy issues • Ability to coordinate with external tax preparation partners on reopens, follow-ups, and filing issues • Ability to recognize customer dissatisfaction or churn risks and rebuild trust • Ability to collaborate with Operations Leads, tax professionals, and internal teams • Ability to assist colleagues, answer questions, and share knowledge • Adaptability to new tools, processes, and learning opportunities • Consistent attendance and responsiveness • Willingness to take on additional tickets and responsibilities during peak periods • Availability Monday–Friday, 8 am–5 pm EST/PST • Ability to follow US holidays

🏖️ Benefits

• Work from home • Monday–Friday schedule • Follows US holidays