You will provide product support for our tax software clients via phone, email, or chat. You will maintain a high-level thoroughness in communications to clients, while balancing speed and attention to all pending requests. You will coordinate with colleagues in sales & service, product, and customer experience teams, to facilitate troubleshooting, and to document feedback.
What you will do:
- Answer and evaluate front line and second line telephone, voice mail, live chat, and email requests for assistance from end users with questions regarding usage of Bloomberg Tax Technology software products.
- Conduct problem recognition for complex technical customer issues. Handle and gather customer feedback for further research, isolation and routine follow-up.
- Provide verbal and/or written responses to technical, tax planning, tax, law, accounting and/or product functionality questions.
- Escalate more complex issues to senior staff, SMEs, or management.
- Refer billing, fulfillment and licensing issues to Sales Success, Sales and other teams as needed.
- Log and track customer issues using a CRM, and maintain historical records and relevant problem solving documentation.
- Duplicate and document software bugs while seeking to discover and deliver suitable workarounds.
- Provide product demonstrations to prospects or train end-users on product usage.
- Assist with off-hours coverage, as needed.
- Participate in company meetings, special projects and performs other duties as assigned
You need to have:
- Bachelor's degree with coursework in tax, business or related subjects, or equivalent experience.
- 2 years of product-relevant work experience involving contact with clients in a professional environment.
- CPA certificate, JD or LLM highly preferred
- Strong knowledge of formal principles, practices, and techniques in tax and accounting.
- Experience with fixed asset accounting and depreciation principles and software preferred.
- Experience with income tax planning principles and software preferred.
- Experience with income tax provision (ASC 740) principles and software preferred.
- Ability to perform research that involves basic interpretation and analysis.
Special Requirements:
- Successfully passing domain and general computer knowledge exams for this position.
Bloomberg Industry Group IS AN EQUAL OPPORTUNITY EMPLOYER and fully subscribes to the principles of Equal Employment Opportunity. Bloomberg Industry Group has adopted an Affirmative Action Program to ensure that all applicants and employees are considered for hire, promotion, and job status without regard to race, color, religion, sex, national origin, age, disability, gender identity, sexual orientation, marital or familial status, pregnancy, childbirth, or related medical issues, genetic information, disabled veteran, veteran, a veteran of the Vietnam Era, or any other classification protected by law.