Senior Tax Credits Specialist jobs in United States
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Gusto · 5 hours ago

Senior Tax Credits Specialist

Gusto is on a mission to grow the small business economy by providing essential services like payroll and HR. They are seeking a Senior Tax Credits Specialist to join their Tax Credits team, where the individual will help small businesses access lucrative tax credits and grants, and ensure an exceptional customer experience.

Bookkeeping and PayrollEmployee BenefitsEnterprise SoftwareFinancial ServicesFinTechHuman ResourcesSaaSSoftware
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H1B Sponsor Likelynote

Responsibilities

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 yourself and others on tax credits, including R&D tax credits, 401K, WOTC, and other relevant incentives
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
Create and inform solutions alongside the Tax Credits technical (EPDD) and service (ES, CX) teams
Continuously improve and iterate on processes and approach
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

Qualification

Tax Credits expertiseCustomer service experienceDetail OrientationSystems KnowledgeCritical ThinkingProactive Problem SolverChange AgentAI-forward mindsetCommunication skills

Required

A minimum of 2 years in a customer-facing role, ideally at a technology, tax, or financial services company
A minimum of 2 years experience with tax, tax preparation, or tax credits. Audit experience is a bonus!
Strong experience communicating with customers, and are passionate about advocating on their behalf. You can break down complex concepts into concise and simple messages
Attention to details, take pride in your work, and understand how the quality of your work product quality impacts small business finances
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
Always looking for ways to improve processes, solve customer issues more efficiently, or prevent issues from popping up
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
Suggest, drive, and embrace changes and iterations. Seek opportunities to challenge and improve the status quo
AI-forward mindset, with experience exploring and incorporating AI into how you work

Benefits

Health insurance
401(k)s

Company

Gusto is an HR and payroll platform that simplifies complex tasks, empowering businesses to focus on what matters most.

H1B Sponsorship

Gusto has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (38)
2024 (54)
2023 (19)
2022 (37)
2021 (24)

Funding

Current Stage
Late Stage
Total Funding
$746.1M
Key Investors
Friends & Family CapitalT. Rowe PriceAkkadian Ventures
2023-01-28Series Unknown
2022-05-12Series E· $55M
2021-08-10Series E· $175M

Leadership Team

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Josh Reeves
Head of Gusto (CEO) and Co-Founder. Building Gusto for the Long Term.
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Edward Kim
Co-founder and Head of Technology
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Company data provided by crunchbase