Level 2 Tax and Accounting Support Specialist

About the role

An experienced accounting professional is needed to handle complex customer questions about US tax, bookkeeping and payroll. The work calls for real technical judgment rather than scripted replies.

What you will do

• Handle escalated and assigned support tickets on US accounting, tax, bookkeeping and payroll topics
• Investigate bookkeeping discrepancies, reconciliations and accounting transactions
• Help customers with tax notices, filing status, return questions and payroll setup or processing issues
• Explain technical findings clearly through ticket replies and scheduled phone support
• Trace root causes independently and involve internal specialists when needed
• Record resolutions, keep customer records accurate and flag recurring issues for workflow improvement

What they look for

• Professional accounting experience, ideally touching US accounting and taxation
• Working knowledge of bookkeeping, tax return review, reconciliations, payroll and financial reporting
• Experience with complex tax and accounting inquiries and customer-facing financial support
• Excellent written and verbal English communication
• Strong analytical, troubleshooting, documentation and independent problem-solving skills
• Able to explain complex tax and accounting topics to nontechnical customers and learn new systems

Nice to have

• CPA certification strongly preferred
• Enrolled Agent certification highly desirable
• Background at a Big Four firm or comparable accounting practice
• QuickBooks certification or experience