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 Customer 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 (CSM, 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:

• Experience. You have 5+ years of relevant work experience in investment banking, consulting, and/or business operations. Operational enterprise SaaS experience required. You have a degree in a quantitative field (e.g. Finance, Business, Engineering, Mathematics, etc.).
• Technical skills. You’re an excel/sheets pro with the superpower to develop insightful models and quantitative analysis, paired with strong critical thinking and sound business judgment. You can deep dive into large data sets with SQL. Experience driving business processes in enterprise tools like Asana and Pigment. You are comfortable with data and analysis in Tableau, or other BI tools.
• Precision. You have sharp attention to detail with a natural feel for numbers and data, and have a high degree of accuracy in a fast-paced, results-oriented environment. You are able to tend to the blades of grass, while not losing sight of the broader landscape.
• Discipline & Attitude. You have impressive time management skills and ability to juggle multiple projects/tasks with multiple stakeholders while hitting deadlines on time sensitive projects. You are proactive and have a positive attitude with a can-do, service-oriented mentality.

Our cash compensation amount for this role is $86,000/yr to $103,000/yr in Denver & most major metro locations, and $106,000yr to $125,000/yr 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.