Team Lead, Accounting & Tax Support

As a Team Lead, Accounting & Tax Support at Heard, you will lead a skilled team of tax and accounting professionals, ensuring top-notch support for our customers. Your responsibilities will include quality assurance for customer interactions, answering inquiries related to accounting practices and tax forms, and guiding clients on our bookkeeping platform and tax preparation checklists. You’ll also need to develop an understanding of business processes related to financial functions at Heard.

To be considered for the Team Lead, Accounting & Tax Support position at Heard, a Bachelor's degree in Accounting, Finance, or a related field is preferred. You should also have at least two years of demonstrated leadership experience and at least one year working in a tax or accounting role, preferably with SMB sole proprietors and S Corps. A CPA certification is required, alongside strong communication skills and a keen attention to detail.

Heard supports its Team Lead, Accounting & Tax Support by creating an empowering work environment that prioritizes psychological safety and team collaboration. You will have the tools necessary to succeed, such as access to modern ticketing solutions and customer engagement platforms. Additionally, you will enjoy competitive salaries, flexible PTO, and opportunities for professional growth within the company.

The salary range for the Team Lead, Accounting & Tax Support position at Heard is between $35 and $40 per hour. Alongside this competitive pay, the role also includes various benefits such as medical coverage and retirement support, making it a great opportunity to join a passionate team.

An ideal candidate for the Team Lead, Accounting & Tax Support role at Heard should be organized, detail-oriented, and possess strong analytical and problem-solving skills. Excellent written and verbal communication abilities are essential, as is the capacity to explain complex financial concepts in a clear manner. A background in customer service, particularly in a SaaS B2B setting, is highly valued, along with a strong desire to help others.

When answering this question, detail your specific leadership experiences, highlighting the teams you've managed and the impact you made. Share how you encouraged collaboration and productivity while ensuring quality support for clients, linking back to the skills needed for the Team Lead, Accounting & Tax Support position.

Discuss your systematic approach to quality assurance, such as setting expectations, regularly reviewing interactions, and providing constructive feedback. Mention specific measures you’ve implemented in prior roles to enhance customer satisfaction, emphasizing the role this plays in a Team Lead position.

Share your strategies for simplifying complex financial information using analogies or visuals. Explain how you tailor your communication style based on the client’s level of understanding, which is crucial for the Team Lead, Accounting & Tax Support role.

In your answer, provide examples of SaaS platforms you've worked with, particularly in customer service or accounting settings. Highlight how familiarity with these platforms can enhance support experiences, aligning your experience with the expectations at Heard.

Explain your method for prioritizing tasks, perhaps using a system like the Eisenhower Matrix. Emphasize the importance of balancing team management with customer support duties, ensuring all responsibilities are handled efficiently, particularly in high-pressure situations.

Focus on a specific challenge, how you approached it, and the resolution you achieved. This demonstrates your problem-solving skills and your ability to handle pressure, which are essential qualities for a Team Lead in Accounting & Tax Support.

Share your experiences working with SMBs, particularly your understanding of their unique challenges and how your past roles have prepared you to provide tailored accounting support. Relate this back to why you're suitable for the role at Heard.

Discuss your approach to performance management, including identifying the problem, having open communication, and providing support or resources necessary for improvement. This showcases your leadership capabilities relevant to the Team Lead position at Heard.

Talk about a specific process you identified as needing improvement, the steps you took to enhance it, and the results. This demonstrates your initiative and problem-solving strengths, key traits for a Team Lead role.

Share genuine reasons for your interest in Heard, such as the company’s mission, values, and its impact in the mental health industry. Relate your career aspirations to how you believe the Team Lead position can help you grow professionally and contribute meaningfully.