Team Lead, Accounting & Tax Support

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

Defining the future of work & living globally

Do you have a mind for numbers and a heart for helping others? If you thrive in fast-paced environments and can navigate the complexities of accounting and tax principles with ease, then we have the perfect opportunity for you!

We are seeking a motivated and detail-oriented Team Lead, Accounting & Tax Support to join our growing team. In this role, you will lead a group of tax and accounting professionals, providing exceptional support to our customers. You will be a key part of ensuring our clients have a smooth and positive experience with Heard through leadership of this critical team.

Responsibilities

Lead a team of tax & accounting specialists, providing world-class support experience.

Provide comprehensive quality assurance for team's customer interactions.

Answer questions about accounting practices, tax forms, deductions, credits, and other back-office related questions.

Assist customers in navigating our bookkeeping platform, tax preparation checklists and software, and ensure they're on the right track.

Develop familiarity with the business processes and financing / accounting best practices underpinning Heard in order to answer basic questions related to these functions.

Create a welcoming and supportive experience for every customer interaction.

Qualifications

Bachelor's degree in Accounting, Finance, or a related field (preferred).

Demonstrated leadership experience (2 years).

Minimum 1 year of experience in a tax or accounting role, preferably with SMB sole proprietors and S Corps.

Strong written and verbal communication skills with the ability to explain complex financial concepts in a clear and concise manner.

Demonstrated product or customer service experience, preferably in a SaaS B2B setting.

Familiarity with modern ticketing, customer engagement, and CMS solutions within customer service environments such as Zendesk, Salesforce Service Cloud, or Help Scout.

Excellent attention to detail and accuracy.

Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.

Strong analytical and problem-solving skills.

Proficient in Google Suite (Gmail, Docs, Sheets, Slides).

CPA required.

What You Get In Return

Opportunity to revolutionize the mental health industry and build both relationships and teams that make a tangible impact on our customers and their patients.

An environment that prioritizes your psychological safety always. We empower team members to be relentlessly curious and act with 100% ownership, believing that we can go the extra mile, together.

Competitive salary package and benefits, which include flexible PTO, medical coverage, retirement support, and wellness stipends.