Customer Support Representative

Straive; Atlanta (GA); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Remote work from home

Hands-on experience with tax software

Global team collaboration

Job summary

Straive is hiring a Tax Support Representative to assist clients with tax software and services. You will handle inquiries via phone, chat, and email, document issues in Salesforce, and participate in continuous improvement across platforms.

Success requires a customer-first mindset, solid tax/accounting knowledge, and the ability to work with multiple priorities in a dynamic environment. Remote work from home is available.

Qualifications

• Associate degree or 2 years of college in a business-related field, or 1+ years in accounting, bookkeeping, or sales/CRM.
• Solid understanding of basic tax, accounting and audit principles.
• Strong written and verbal communication with a customer-first mindset.
• Ability to thrive in a fast-paced environment and manage multiple priorities.

Responsibilities

• Resolve tax and software inquiries via phone, chat, and email using internal knowledge bases.
• Identify, document, and escalate complex system or content issues in CRM (Salesforce).
• Participate in product testing, process improvements, and cross-training across platforms.
• Ensure absolute confidentiality and security of product and customer data.

Skills

Customer service mindset

CRM experience

Communication skills

Education

Associate degree / 2 years college in business-related field

Degree in Business, Accounting, or Finance

Tools

Salesforce

CCH tax & accounting software

Job description

• Shift Timings (CT): 8:00 AM - 05:00 PM ET
• 9:00 AM–6:00 PM ET
• 10:00 AM – 7:00 PM ET

What You’ll Do

As a Tax Support Representative, you will assist our business, individual tax software, and practice clients by resolving moderate to complex inquiries.

• Client Support: Resolve tax and software inquiries via phone, chat, and email using internal knowledge bases and support guides.
• Issue Management: Identify, document, and escalation complex system or content issues while logging interactions in CRM (Salesforce).
• Continuous Improvement: Participate in product testing, process improvement initiatives, and cross-train across various platforms.
• Data Security: Ensure absolute confidentiality and security of product and customer data.

Minimum Qualifications:

• Associate Degree / 2 years of college in a business-related field OR 1+ years of experience in accounting, bookkeeping, financial reporting, or sales/CRM.
• Solid understanding of basic tax, accounting, and audit principles.
• Strong written and verbal communication skills with a customer-first mindset.
• Ability to thrive in a fast-paced environment, manage multiple priorities, and work flexible/overtime hours as needed.

Preferred Qualifications:

• Degree in Business, Accounting, or Finance.
• Hands-on experience with CCH tax & accounting software or Salesforce.
• Background in tax preparation, accounting, or tech/helpdesk support.

Why Join Straive?

• Work remotely from the comfort of your home.
• Gain hands-on experience with market-leading tax and accounting software.
• Collaborate with a supportive, global team driving AI and data innovation.

Website: https://www.straive.com/

This job description is not intended to cover or contain a comprehensive listing of all responsibilities, duties, or activities that are required. Responsibilities, duties, and/or activities may change, or new ones may be added at any time with or without notice.

If you are a motivated professional with a passion for delivering impactful solutions, we’d love to hear from you.

“Straive is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation.