Tax Hotline Specialist

Job not on LinkedIn

🔥 4 minutes ago

🏈 Alabama, Arizona, +19 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ☕ Washington – Remote 🍑 Georgia – Remote

💵 $22 - $30 / hour

⏰ Full Time

🟢 Junior

💰 Tax

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.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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1-800Accountant

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

1-800Accountant is a professional accounting service that assists small businesses with a variety of financial tasks, including tax preparation, bookkeeping, payroll, and business entity formation. They offer online consultations with certified public accountants (CPAs) to help clients navigate complex tax codes and maximize their tax savings. With a focus on providing affordable, flat-rate pricing, 1-800Accountant aims to simplify accounting for business owners so they can concentrate on growing their enterprises.

📋 Description

• Provide expert, timely, and empathetic advice on non-complex tax issues, including sales tax, bookkeeping, payroll, and tax strategy for S-Corps and LLCs • Act as a high-level escalation point and synthesize client issues • Collaborate with Bookkeepers, Tax Preparers, Payroll Specialists, and other internal teams to resolve issues efficiently • Use Salesforce and the 1-800Accountant proprietary platform to document interactions, manage client information, and resolve concerns • Assist clients in navigating the 1-800Accountant website and portal • Gather outstanding documentation and inputs from clients • Meet and exceed KPIs, including CSAT scores, TSS metrics, quota, and client retention targets • Deliver intra-day client sessions, Tax Hotline calls, and Tax Advisory appointments by phone during peak seasons or to cover call-outs • Identify and resolve client support issues through internal escalation processes • Answer client questions, provide information, and escalate calls when necessary • Handle customer complaints and follow up to ensure resolution • Identify opportunities to improve internal tools, processes, and client experience

🎯 Requirements

• Minimum of 1+ years’ experience in Tax Accountant or Tax Advisory Support roles • Associate’s or Bachelor's degree is preferred • Knowledge of Small Business, Payroll, Sales Tax, and Bookkeeping • Proven success in promptly documenting, assessing, and resolving client issues • Understanding of SaaS products and front-line, call-center client support • Proven customer support experience or experience as a Client Service Representative • Track record of over-achieving quota • Strong chat and phone contact handling skills and active listening • Customer orientation and ability to adapt/respond to different types of customers • Excellent communication and presentation skills • Ability to multitask, prioritize, and manage time effectively • Salesforce experience is a plus • Experience in an SMB environment is a plus • Experience with Tax Preparation in Lacerte software is a bonus • Knowledge of and ability to review a tax return with a client • CPU: Quad-Core • Minimum 8GB RAM • Minimum internet speed of 25 Mbps download and 5 Mbps upload • Windows or Mac operating system; no Linux • Second monitor, webcam, and headset • Must live in one of the approved states: Alabama, Arizona, Colorado, Connecticut, Florida, Georgia, Iowa, Idaho, Indiana, Kansas, Maryland, Minnesota, Missouri, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Utah, or Washington

🏖️ Benefits

• Medical, Dental, Vision, FSA, Dependent Care • 401K with employer match • Fully remote work • Work with cutting-edge technology • Engaging community of like-minded individuals • Employer-provided opportunity for growth and promotion

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