TaxAct · 19 hours ago
Call Quality Analyst – Xpert Assist (CPA/EA Required)
United States
Contract
Remote
Mid Level
$35/hr - $35/hrTaxAct is a leading digital tax filing platform that provides easy-to-use products and exceptional customer support. They are seeking a Call Quality Analyst to evaluate and enhance the quality of client and internal calls related to financial services, ensuring compliance with regulatory requirements and improving communication processes.
CreditFinancial ServicesPersonal FinanceSoftware
Responsibilities
Conduct comprehensive evaluations of recorded calls to assess accuracy, compliance, and professionalism in financial discussions
Provide constructive feedback and coaching to team members to improve communication skills and adherence to regulatory standards
Analyze call data to identify trends, gaps, and opportunities for process enhancements in client interactions
Collaborate with cross-functional teams to develop training materials focused on technical accounting, securities law, and regulatory reporting protocols
Maintain detailed documentation of call assessments, performance metrics, and improvement plans aligned with SOX controls and LIHTC regulations
Support the implementation of quality assurance initiatives that reinforce best practices in financial report writing, interpretation, and reconciliation procedures
Stay current on industry regulations such as GAAP, SEC requirements, and governmental accounting standards to ensure ongoing compliance
Qualification
Required
CPA (Certified Public Accountant) or EA (Enrolled Agent) certification required
Proven experience in financial accounting, corporate finance, or public accounting environments with familiarity in SOX compliance
Proficiency with accounting software including QuickBooks, Sage, Xero, PeopleSoft, or similar platforms
advanced skills in Microsoft Excel are essential
Solid understanding of financial concepts such as double entry bookkeeping, debits & credits, balance sheet reconciliation, journal entries, and accrual accounting
Experience with financial analysis, reporting interpretation, budgeting, forecasting, cash flow analysis, and account reconciliation
Knowledge of technical accounting standards like GAAP and experience working with regulatory reporting requirements
Excellent mentoring abilities with a focus on developing team skills in financial report writing and account analysis
Strong analytical skills combined with attention to detail; ability to interpret complex financial data accurately
Preferred
strong knowledge of securities law
non-profit accounting
governmental accounting
Company
TaxAct
TaxACT develops a tax preparation software that offers guidance and ensures a maximum tax refund.
Founded in 1998
51-200 employees
H1B Sponsorship
TaxAct 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 (8)
2024 (6)
2023 (11)
2022 (14)
2021 (16)
2020 (13)
Funding
Current Stage
Growth StageTotal Funding
$85MKey Investors
TA Associates
2022-11-01Acquired
2004-12-01Private Equity· $85M
Leadership Team
Alicia Chrapaty
Chief Marketing Officer
Recent News
Company data provided by crunchbase