Team Lead, Accounting & Tax Support

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.