Team Lead - Accounting & Tax Support

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January 9

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Heard

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Finance • SaaS • B2B

Heard is an accounting platform specifically designed for therapist entrepreneurs. The company offers a comprehensive suite of financial management tools, including bookkeeping, tax planning, payroll processing, and business formation services. These services are tailored to help therapists manage their financial affairs, save time on financial record-keeping, maximize their tax savings, and enhance their practice's financial health. Additionally, Heard provides valuable resources such as articles, checklists, and guides to further support therapists in running their businesses effectively. The platform emphasizes ease of use and reliability, offering personalized support to its users.

11 - 50 employees

💸 Finance

☁️ SaaS

🤝 B2B

📋 Description

• Do you have a mind for numbers and a heart for helping others? If you thrive in fast-paced environments and can navigate the complexities of accounting and tax principles with ease, then we have the perfect opportunity for you! • We are seeking a motivated and detail-oriented Team Lead, Accounting & Tax Support to join our growing team. In this role, you will lead a group of tax and accounting professionals, providing exceptional support to our customers. You will be a key part of ensuring our clients have a smooth and positive experience with Heard through leadership of this critical team.

🎯 Requirements

• Bachelor's degree in Accounting, Finance, or a related field (preferred). • 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.

🏖️ 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.