SaaS Accounting & Tax Support Team Lead

Remote; San Francisco (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Flexible PTO

Medical coverage

Retirement plan

Wellness stipends

Job summary

Heard is seeking a motivated Team Lead, Accounting & Tax Support to guide a team of tax and accounting professionals and deliver world-class customer support.

You will QA customer interactions, answer questions on accounting practices, tax forms, deductions and credits, and help clients navigate our bookkeeping platform and tax checklists. CPA is required and leadership experience is essential.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field preferred.
• 2+ years of leadership experience.
• Minimum 1 year in tax or accounting, preferably SMB SMBs/S Corps.
• CPA required.
• Strong written and verbal communication; ability to explain complex financial concepts clearly.
• Experience in SaaS B2B environment preferred.
• Familiarity with ticketing and CMS systems (Zendesk/Salesforce Help Scout).
• Excellent attention to detail and accuracy.

Responsibilities

• Lead a team of tax and accounting professionals delivering world-class support.
• Provide QA for team's customer interactions.
• Answer questions about accounting practices, tax forms, deductions, credits, and back-office topics.
• Assist customers using bookkeeping platform, tax checklists and software.
• Develop familiarity with Heard's business processes and accounting practices to answer basic questions.
• Create a welcoming, supportive customer experience.

Skills

Leadership

Communication

Analytical thinking

Problem-solving

Attention to detail

Time management

Education

Bachelor's degree in Accounting, Finance, or related field

CPA

Tools

Zendesk

Salesforce Service Cloud

Help Scout

Google Workspace

Job description

Heard is seeking a motivated Team Lead, Accounting & Tax Support to guide a team of tax and accounting professionals and deliver world-class customer support.

You will QA customer interactions, answer questions on accounting practices, tax forms, deductions and credits, and help clients navigate our bookkeeping platform and tax checklists. CPA is required and leadership experience is essential.