Senior Tax Credits Specialist

About Gusto

At Gusto were on a mission to grow the small business economy. We handle the hard stufflike payroll health insurance 401(k)s and HRso owners can focus on their craft and customers. With teams in Denver San Francisco and New York were proud to support more than 400000 small businesses across the country and were building a workplace that represents and celebrates the customers we serve. Learn more about our Total Rewards philosophy.

About the Role:

Are you a tax credit expert with a passion for helping small businesses Join our Tax Credits team and shape the future of tax credit software.

Your talents will be instrumental in delivering an exceptional customer experience for small businesses uncovering lucrative tax credits. Youll work directly with taxpayers develop processes that enable our customers and teams and use your knowledge of credits & customer interactions to inform technology developments. This is an exciting opportunity to join a dynamic team and make a real impact on small businesses all across America.

About the Team:

The Tax Credits team is on a mission to democratize tax credits and grants. We aim to make access to tax credits and grants ubiquitous for SMBs & business advisors ensuring every business receives the financial support they deserve to fuel growth innovation and long-term success.

The Tax Credits Operations team is a collaborative team who are passionate about tax credits. As a member of the Operations team at this stage in our journey you will be a customer advocate and educator simplifying a small businesss experiences with tax credits. As a tax credits operator and expert youll have the opportunity to work directly on components of each customers credit and use your experience to shape the direction of our product process and tools.

Heres what youll do day-to-day:

• Serve:
• Proactively & reactively resolve complex customer inquiries related to tax credits (e.g. R&D)
• Take ownership of customer outcomes ensuring small businesses get great value out of the tax credits products that Gusto offers
• Educate:
• Educate yourself and others on tax credits including R&D tax credits 401K WOTC and other relevant incentives
• Operate:
• Roll up your sleeves and complete or quality control behind-the-scenes tasks (e.g. data review calculations uploads) that result in high quality credit forms and documents
• Develop:
• Create and inform solutions alongside the Tax Credits technical (EPDD) and service (ES CX) teams
• Continuously improve and iterate on processes and approach
• Collaborate:
• Work with team members to find creative customer solutions that are compliant and sustainable
• Partner across teams to inform and build tax credits product process and tools

Heres what were looking for:

• • Service: A minimum of 2 years in a customer-facing role ideally at a technology tax or financial services company
  • Tax or Tax Credits skills: A minimum of 2 years experience with tax tax preparation or tax credits. Audit experience is a bonus!
  • Communication: You have strong experience communicating with customers and are passionate about advocating on their behalf. You can break down complex concepts into concise and simple messages.
  • Detail Orientation: You pay attention to details take pride in your work and understand how the quality of your work product quality impacts small business finances.
  • Critical Thinking: You seek to understand the root cause of customer and process issues and are able to identify trends. You attempt to resolve trending issues with the appropriate level of urgency.
  • Proactive Problem Solver: You are always looking for ways to improve processes solve customer issues more efficiently or prevent issues from popping up
  • Systems Knowledge: You have supported a technical or complex product or service. You may have used ticketing tools (e.g. HubSpot Salesforce) previously and you are able to leverage them to solve complex customer issues.
  • Change Agent: Suggest drive and embrace changes and iterations. Seek opportunities to challenge and improve the status quo.
  • AI: AI-forward mindset with experience exploring and incorporating AI into how you work.

Compensation:

Our cash compensation amount for this role is $78300 to $92000/year in Denver and $97870to $115000 for San Francisco & New York. Final offer amounts are determined by multiple factors including candidate location experience and expertise and may vary from the amounts listed above.

Gusto has physical office spaces in Denver San Francisco and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles Gustos subsidiary whose physical office is in Scottsdale.

Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas.

When approved to work from a location other than a Gusto office a secure reliable and consistent internet connection is required. This includes non-office days for hybrid employees.

Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds not just because its the right thing to do but because it makes our company stronger. If you share our values and our enthusiasm for small businesses you will find a home at Gusto.

Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race color religion national origin age sex (including pregnancy childbirth or related medical conditions) marital status ancestry physical or mental disability genetic information veteran status gender identity or expression sexual orientation or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories consistent with applicable federal state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey please fill out this form and a member of our team will get in touch with you.

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