Senior Tax Credits Speciali (Archived) | VirtualInterview.ai

About Gusto

At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff—like payroll, health insurance, 401(k)s, and HR—so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we’re proud to support more than 400,000 small businesses across the country, and we’re 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. You’ll 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 business’s experiences with tax credits. As a tax credits operator and expert, you’ll have the opportunity to work directly on components of each customer’s credit and use your experience to shape the direction of our product, process, and tools.

Here’s what you’ll 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

Here’s what we're 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 $78,300 to $92,000/year in Denver, and $97,870to $115,000 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, Gusto's 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 it's 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.

Gusto takes security and protection of your personal information very seriously. Please review our Fraudulent Activity Disclaimer.

Personal information collected and processed as part of your Gusto application will be subject to Gusto's Applicant Privacy Notice.

Senior Tax Credits Specialist

Job Description

Skills & Requirements