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The Accounting & Tax Support Specialist will assist customers with their tax and accounting inquiries, provide guidance on bookkeeping platforms and tax preparation, and create a positive experience in customer interactions. Responsibilities include answering accounting questions, assisting with software navigation, and providing live phone support while prioritizing strong communication and analytical skills.
As an Accounting & Tax Support Specialist, you will assist customers with their accounting and tax inquiries, guide them through our bookkeeping platform, and provide clear guidance on tax preparation. You'll create a supportive experience for customers while applying your accounting knowledge and best practices.
As a UX Researcher, you will lead research efforts to understand user needs and behaviors, conduct surveys and interviews, and partner with Engineering, Product, and Design teams to translate findings into actionable insights, ultimately enhancing user satisfaction and retention for mental health providers.
The Accounting & Tax Support Specialist will assist customers by answering their accounting and tax inquiries, guiding them through bookkeeping platforms and tax preparation. This role requires excellent communication skills and familiarity with financial best practices to ensure client satisfaction.
The Frontline Support Specialist will respond to and manage customer inquiries across various channels, escalate issues when necessary, and assist in documentation and training for new features. The role focuses on providing excellent customer service in a SaaS environment while developing knowledge of business processes related to the company's financial solutions for therapists.