Level 2 Tax, Accounting & Payroll Support Specialist

Position Summary:

• Handle complex and escalated customer inquiries across email, chat, and phone with tax and accounting expertise.
• Support payroll setup, processing, and alignment with bookkeeping and tax reporting.
• Provide guidance on quarterly tax estimates, S-corp analysis, and reasonable compensation.

Core Responsibilities:

• Serve as the primary escalation point for frontline team members on advanced tax and compliance questions.
• Deliver phone support for high-priority escalations and maintain detailed case documentation.
• Collaborate with Operations, Product, and Customer Success to resolve issues and improve experience.

Qualifications:

• Strong tax operations knowledge including amendments, notices, extensions, and processing.
• Effective customer support and issue resolution skills to restore confidence.
• Commitment to data privacy, risk awareness, and cross-functional collaboration.

Work Environment:

• Work from home with Monday-Friday schedule from 8am-5pm EST/PST.
• Follow US holidays and embrace adaptability, initiative, and continuous learning.