Customer Support Representative-Tax(Remote)

Straive; United States; On-site; USD 42,000 - 54,000; Full time

Job summary

Straive is a global leader in data analytics and AI solutions, providing enterprise-grade data services across multiple industries. We are seeking a Tax Support Representative to assist our business, individual tax software, and practice clients by resolving moderate to complex inquiries.

You will resolve tax and software inquiries via phone, chat, and email, document and escalate complex issues in Salesforce, and support product testing and cross-training initiatives while upholding strict data

Qualifications

• Associate degree or 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.

Responsibilities

• Client Support: Resolve tax and software inquiries via phone, chat, and email using internal knowledge bases and support guides.
• Issue Management: Identify, document, and elevate 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.

Skills

Customer-focused communication

CRM experience

Multitasking

Attention to data security

Education

Associate degree or 2 years of 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 elevate 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?

Straive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by EQT, a top private equity firm, we are uniquely positioned to drive innovation through significant investments and an entrepreneurial spirit. Our core focus is on delivering advanced Data Analytics & AI Solutions. By combining sophisticated technology with subject matter expertise, we deliver material impact on our clients' topline and streamline their operations. With a client base spanning 30 countries, Straive's strategically located teams operate from eight countries and is headquartered in Singapore. This global presence enables us to offer localized expertise with a worldwide perspective. Join Straive to be part of a dynamic team at the forefront of data analytics and AI innovation. Here, you'll have the opportunity to contribute to transformative projects, supported by significant investments and an entrepreneurial drive fueled by our partnership with EQT.

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.

“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.