28 oct
|
Motum
|
Santa Fe
Level 2 Tax & Accounting Support Specialist | Remote | Argentina
Level 2 Tax & Accounting Support Specialist (CPA / EA Preferred) (Enrolled Agent (EA))
Position Overview
We are seeking an experienced accounting professional to provide specialized Level 2 support for complex customer inquiries related to US accounting, tax, bookkeeping, and payroll.
This role requires genuine technical accounting judgment, not just scripted responses or basic ticket routing.
The idóneo candidate has strong accounting and tax expertise, excellent communication skills, and the ability to independently investigate and resolve complex issues.
Schedule & Coverage
Required coverage window: 8:00 AM–8:00 PM Eastern Time (ET)
Individual schedules will be staggered to provide coverage during US business hours.
Ability to work shifts that overlap with US business hours is required .
Specific shifts and weekly schedules will be finalized with the client.
Key Responsibilities
Provide specialized Level 2 support for complex US customer accounting, tax, bookkeeping, and payroll inquiries.
Investigate and resolve escalated and directly assigned accounting and tax support tickets.Review and troubleshoot bookkeeping discrepancies, reconciliations, and accounting transactions .
Assist customers with:
Tax-related inquiries
Tax notices
Filing status questions
Tax return-related questions within the authorized scope
Support payroll questions, setup, processing issues, and troubleshooting .
Communicate technical findings clearly and professionally through Zendesk, email-style ticket responses, and scheduled phone support .
Independently investigate issues, identify root causes ,
and coordinate with internal specialists when necessary.
Document resolutions and maintain accurate customer records .
Identify recurring issues and opportunities to improve workflows and knowledge resources .
Adapt to new internal systems as the client transitions away from Zendesk.
Learn and work effectively with proprietary platforms and AI-assisted workflows .
Required Qualifications
Demonstrated professional accounting experience , ideally with exposure to US accounting and taxation .
Strong working knowledge of:
Bookkeeping
Tax return review
Account reconciliations
Payroll
Financial reporting
Prior experience handling complex tax and accounting inquiries, tax notices, and customer-facing financial support .
Excellent written and verbal English communication .
Strong:
Analytical skills
Troubleshooting skills
Documentation skills
Independent problem-solving skills
Ability to explain complex accounting and tax topics to nontechnical customers .
Comfortable working in a fast-paced, technology-driven environment with evolving workflows.
Ability to learn new systems, including proprietary platforms and AI-assisted workflows .
ity to handle information accurately.
A technology-oriented mindset, with the curiosity and willingness to learn new tools, systems, and software.
Proficiency in Microsoft Excel and confidence working with spreadsheets.
Strong communication skills and the ability to explain technical concepts in a clear, accessible way.
A proactive attitude, sound judgment, and a strong sense of ownership when handling customer issues.
Preferred Qualifications
Previous experience with GoHighLevel, HubSpot, or similar CRM platforms.
Experience in SaaS technical support, software troubleshooting, or application support.
Experience delivering live platform demonstrations, onboarding sessions, or customer training.
Familiarity with ticketing systems, knowledge bases, and customer support tools.
Experience identifying recurring technical issues or contributing to process and operational improvements.
Ability to work with multiple browser-based applications while managing customer interactions.
Equipment & Technical Requirements
Reliable high-speed internet connection suitable for full-time remote work and video calls.
A reliable laptop capable of running multiple browser-based applications simultaneously (desktop computers are not accepted).
A working webcam for meetings, training, and platform demonstrations.
A quiet, professional, and distraction-free home workspace.
What We Offer
Competitive full-time compensation based on experience.
Fully remote role with flexible scheduling options.
Structured onboarding and ongoing product and technical training.
A supportive team culture where ideas, initiative, and problem-solving are encouraged.
Opportunities to develop technical support and SaaS platform expertise.
Clear opportunities for professional growth within the company.
#J-*****-Ljbffr
📌 Revenue Operations & Project Accounting Specialist (Santa Fe)
🏢 Motum
📍 Santa Fe