Tax Associate

Straive

Role: Customer Service Associate (Tax)

Location: Remote

Employment Type: Contract (3-4 Months)

Shift Timings (CT): 8:00 AM – 5:00 PM CT or 10:00 AM – 7:00 PM CT (Flexibility for overtime/weekends during peak season required)

What You’ll Do

As a Tax Support Representative, you will assist our business, individual tax software, and practice clients by resolving moderate to complex inquiries.

Resolve tax and software inquiries via phone, chat, and email using internal knowledge bases and support guides.
Identify, document, and escalate complex system or content issues while logging interactions in CRM (Salesforce).
Participate in product testing, process improvement initiatives, and cross-train across various platforms.
Ensure absolute confidentiality and security of product and customer data.

What We’re Looking For

Minimum Qualifications:

Associate Degree / 2 years of college in a business-related field OR 1+ years of experience in accounting, bookkeeping, financial reporting, or sales/CRM.
Solid understanding of basic tax, accounting, and audit principles.
Strong written and verbal communication skills with a customer-first mindset.
Ability to thrive in a fast-paced environment, manage multiple priorities, and work flexible/overtime hours as needed.

Preferred Qualifications:

Degree in Business, Accounting, or Finance.
Hands-on experience with CCH tax & accounting software or Salesforce .
Background in tax preparation, accounting, or tech/helpdesk support.

Why Join Straive?

Work remotely from the comfort of your home.
Gain hands-on experience with market-leading tax and accounting software.
Collaborate with a supportive, global team driving AI and data innovation.

Apply

Vacancy posted 1 day ago

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