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.
Heard is an equal opportunity employer. We aim to build a workforce of individuals from different backgrounds, with different abilities, identities, and mindsets. Even if you do not meet all of the qualifications listed above, we encourage you to apply!
Top Skills
What We Do
Heard is an all-in-one financial solution for therapists that combines software and human support to handle bookkeeping, taxes, payroll and more.
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