Formations

• Preparation and review of individual 1040, 1120S, 1065 tax returns
• Build tax estimates and projections using tax and accounting data
• Review and understand tax documentation and use the information to drive solutions for customers
• Work as part of a cross-functional department, partnering with Customer Success Managers to help drive project completion
• Ability to coordinate and accomplish tasks with remote professionals and team members

Tax Preparer

Onboarding Specialist

• Own the first 60 days of the customer experience
• Act as project manager and point of contact for all setup, education, and configuration activities
• Partner with Customer Success Managers and cross-functional teams
• Communicate clear timelines, set expectations, and proactively manage change with customers
• Leverage HubSpot CRM to manage customer data
• Advocate for customer needs across departments

Tax Preparer

Onboarding Manager