Tax Software Support Specialist

You will provide product support for our tax software clients via phone, email, or chat. You will maintain a high-level thoroughness in communications to clients, while balancing speed and attention to all pending requests. You will coordinate with colleagues in sales & service, product, and customer experience teams, to facilitate troubleshooting, and to document feedback.

What you will do:

• Answer and evaluate front line and second line telephone, voice mail, live chat, and email requests for assistance from end users with questions regarding usage of Bloomberg Tax Technology software products.
• Conduct problem recognition for complex technical customer issues. Handle and gather customer feedback for further research, isolation and routine follow-up.
• Provide verbal and/or written responses to technical, tax planning, tax, law, accounting and/or product functionality questions.
• Escalate more complex issues to senior staff, SMEs, or management.
• Refer billing, fulfillment and licensing issues to Sales Success, Sales and other teams as needed.
• Log and track customer issues using a CRM, and maintain historical records and relevant problem solving documentation.
• Duplicate and document software bugs while seeking to discover and deliver suitable workarounds.
• Provide product demonstrations to prospects or train end-users on product usage.
• Assist with off-hours coverage, as needed.
• Participate in company meetings, special projects and performs other duties as assigned.

​You need to have:

• Bachelor’s degree with coursework in tax, business or related subjects, or equivalent experience.
• 2+ years of product-relevant work experience involving contact with clients in a professional environment.
• CPA certificate or JD highly preferred
• Strong knowledge of formal principles, practices, and techniques in tax and accounting.
• Experience with income tax provision (ASC 740) principles and software preferred.
• Experience with fixed asset accounting and depreciation principles and software preferred.
• Experience with income tax planning principles and software preferred.
• Ability to perform research that involves basic interpretation and analysis.

Special Requirements:

• Successfully passing domain and general computer knowledge exams for this position. 

Equal Opportunity

Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (“Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics (“Discrimination”).