Accounting and Tax Support Specialist

September 29

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Heard

WebsiteLinkedInAll Job Openings

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 Accounting & Tax Support Specialist to join our growing team. In this role, you will provide exceptional support to our customers by handling their tax and accounting inquiries, providing clear and accurate guidance and support, and assisting with various accounting tasks. You will be a key part of ensuring our clients have a smooth and positive experience with Heard.

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).

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.