Remote Tax Advisory Hotline Specialist

1800accountant; United States; Remote; USD 30,000 - 41,000; Full time

Benefits offered by this job

401K with employer match

PTO & Holiday Time Off

Job summary

1-800Accountant in the United States is seeking a Tax Advisory Support & Hotline Specialist for our busy season through April. This fully remote role serves clients nationwide, delivering expert tax guidance, quick issue resolution, and excellent service via Salesforce and our platform.

The ideal candidate has 1+ year in tax advisory, strong communication, and the ability to multitask in a fast-paced SaaS environment.

Qualifications

• Knowledge of Small Business, Payroll, Sales Tax, and Bookkeeping is essential.
• Ability to respond flexibly to evolving priorities and ambiguity.
• Proven customer support experience or experience in client service roles.

Responsibilities

• On-Demand Advisory: provide expert, timely tax guidance on non-complex issues.
• Escalated client support: act as escalation point and collaborate with internal teams.
• Operational excellence: document interactions using Salesforce and the company platform.
• Client advocacy: guide clients through the portal and gather outstanding documentation.

Skills

Small Business knowledge

Payroll knowledge

Sales Tax knowledge

Bookkeeping knowledge

Education

Associate degree preferred

Bachelor's degree preferred

Tools

Salesforce

Lacerte

Job description

1-800Accountant in the United States is seeking a Tax Advisory Support & Hotline Specialist for our busy season through April. This fully remote role serves clients nationwide, delivering expert tax guidance, quick issue resolution, and excellent service via Salesforce and our platform.

The ideal candidate has 1+ year in tax advisory, strong communication, and the ability to multitask in a fast-paced SaaS environment.