Level 2 Tax, Accounting & Payroll Support Specialist

Position Summary The Level 2 Tax, Accounting & Payroll Support Specialist is responsible for resolving complex customer inquiries that require advanced tax, bookkeeping, and payroll knowledge, along with strong critical thinking and cross-functional collaboration. This role supports both customers and frontline team members by handling escalations, providing accurate and actionable guidance, and ensuring a high standard of service across all interactions. In addition to supporting bookkeeping-related questions, this role assists customers with payroll-related inquiries including payroll setup, processing considerations, and ensuring alignment between payroll, bookkeeping, and tax reporting. The L2 Specialist also provides guidance on quarterly tax estimates, S-corp analysis, reasonable compensation, and operating as an S-corporation. They step in to handle phone support for escalated situations that require deeper tax, accounting, and payroll expertise. This role plays a key part in maintaining quality and consistency, especially during tax season, while identifying recurring issues and contributing to process improvements that enhance the overall customer experience and operational efficiency. Job Details Work From Home Monday – Friday, 8 am – 5pm EST/PST To follow US Holidays Core Responsibilities Handle complex and escalated customer inquiries across email, chat, and phone, providing accurate tax and accounting guidance Serve as the primary escalation point for frontli