Senior Tax & Payroll Support Specialist

The role

You will guide new members through onboarding onto an accounting platform. You will conduct daily video calls to provide support for bookkeeping, payroll, and tax inquiries.

What you will do

• Conduct video calls with members each day for approximately 4–5 hours.
• Guide members through onboarding and ongoing support needs.
• Serve as a resource for members navigating the platform.
• Troubleshoot and escalate issues.
• Own complex and escalated member cases end-to-end.
• Guide members through running their first payroll and understanding payroll taxes.
• Break down complex tax and accounting topics into clear explanations.
• Support members pre and post onboarding with tax, accounting, and payroll questions.
• Manage a full portfolio of member conversations and tasks.
• Maintain accurate documentation across internal and external systems.

Required qualifications

• 4+ years in customer experience or support.
• 3+ years in Tax, or Accounting, or Payroll working directly within accounting, tax, or payroll systems.
• Proficiency with platforms like Xero, QuickBooks Online, Gusto, ADP, or similar accounting and payroll software.
• A clear grasp of payroll taxes.
• Strong, professional written and verbal communication skills.
• Attention to detail.
• Strong task-management skills.
• Self-direction to thrive independently in a fast-paced environment.

Nice to have

• Combination of customer experience and tax, accounting, or payroll experience

Benefits

• Remote-friendly environment
• $200 quarterly reimbursement for health and wellness
• Fresh lunch provided on in-office days for hybrid employees
• $150 monthly reimbursement for transit expenses for hybrid employees
• Flexible PTO plus 14 company holidays
• 100% medical, dental, and vision for employees
• 75% coverage for dependents
• 16 weeks fully paid parental leave
• 401k plan
• Equity package
• Quarterly virtual events
• Annual in-person summit

About the company

Collective is on a mission to redefine the way businesses-of-one work. Their technology and team of advisors help members achieve financial independence through an integrated platform.