Tax Associate

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.