Tax Support Specialist — Client Care & Software Help

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

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