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.
Vacancy posted 2 days ago
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