Tax Hotline Specialist

1-800Accountant

. Provide expert, timely, and empathetic advice on non-complex tax issues, including sales tax, bookkeeping, payroll, and tax strategy for S-Corps and LLCs .

Posted 11/6/2026full-timeRemote • United StatesJunior💰 $22 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing timely and empathetic tax advice, particularly for S-Corps and LLCs, while effectively collaborating with internal teams to resolve client issues. Proven ability to meet KPIs and enhance client experience through strong communication and problem-solving skills.

Highest-signal resume keywords

Tax Advisory SupportSales Tax KnowledgeClient Service ExperienceSalesforce ProficiencyTax Preparation in Lacerte

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax StrategyBookkeepingPayroll ManagementClient Issue ResolutionDocumentation SkillsSaaS Product UnderstandingTax Return ReviewKPI AchievementMultitaskingTime Management

Soft Skills

Active ListeningCustomer OrientationAdaptabilityCommunication SkillsPresentation Skills

Tools & Technologies

Salesforce1-800Accountant PlatformLacerte SoftwareWindows Operating SystemMac Operating System

Certifications & Qualifications

Associate's DegreeBachelor's Degree

Industry Keywords

Small BusinessClient SupportCall-Center SupportCustomer Complaints ResolutionClient Retention

Tech Stack

Tools & technologies

Linux

About the role

Key responsibilities & impact

Provide expert, timely, and empathetic advice on non-complex tax issues, including sales tax, bookkeeping, payroll, and tax strategy for S-Corps and LLCs
Act as a high-level escalation point and synthesize client issues
Collaborate with Bookkeepers, Tax Preparers, Payroll Specialists, and other internal teams to resolve issues efficiently
Use Salesforce and the 1-800Accountant proprietary platform to document interactions, manage client information, and resolve concerns
Assist clients in navigating the 1-800Accountant website and portal
Gather outstanding documentation and inputs from clients
Meet and exceed KPIs, including CSAT scores, TSS metrics, quota, and client retention targets
Deliver intra-day client sessions, Tax Hotline calls, and Tax Advisory appointments by phone during peak seasons or to cover call-outs
Identify and resolve client support issues through internal escalation processes
Answer client questions, provide information, and escalate calls when necessary
Handle customer complaints and follow up to ensure resolution
Identify opportunities to improve internal tools, processes, and client experience

Requirements

What you’ll need

Minimum of 1+ years’ experience in Tax Accountant or Tax Advisory Support roles
Associate’s or Bachelor's degree is preferred
Knowledge of Small Business, Payroll, Sales Tax, and Bookkeeping
Proven success in promptly documenting, assessing, and resolving client issues
Understanding of SaaS products and front-line, call-center client support
Proven customer support experience or experience as a Client Service Representative
Track record of over-achieving quota
Strong chat and phone contact handling skills and active listening
Customer orientation and ability to adapt/respond to different types of customers
Excellent communication and presentation skills
Ability to multitask, prioritize, and manage time effectively
Salesforce experience is a plus
Experience in an SMB environment is a plus
Experience with Tax Preparation in Lacerte software is a bonus
Knowledge of and ability to review a tax return with a client
CPU: Quad-Core
Minimum 8GB RAM
Minimum internet speed of 25 Mbps download and 5 Mbps upload
Windows or Mac operating system; no Linux
Second monitor, webcam, and headset
Must live in one of the approved states: Alabama, Arizona, Colorado, Connecticut, Florida, Georgia, Iowa, Idaho, Indiana, Kansas, Maryland, Minnesota, Missouri, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Utah, or Washington

Benefits

Comp & perks

Medical, Dental, Vision, FSA, Dependent Care
401K with employer match
Fully remote work
Work with cutting-edge technology
Engaging community of like-minded individuals
Employer-provided opportunity for growth and promotion