Product Analyst Tax Planning

Profile

Product Analyst, Tax Planning

The candidate will provide product support for the tax software clients via phone, email, or chat. Maintain a high-level thoroughness in communications to clients, while balancing speed and attention to all pending requests. Coordinate with colleagues in sales & service, product, and customer experience teams, to facilitate troubleshooting, and to document feedback. Answer and evaluate front line and second line telephone, voice mail, and email requests for assistance from end users with questions regarding Tax Planning within our software or using a Bloomberg Tax Technology software product. Conduct problem recognition for complex technical customer issues. Handle and gather customer feedback for further research, isolation and routine follow-up. Provide verbal and/or written responses to technical, tax planning, tax, law, accounting and/or product functionality questions. Escalate more complex issues to senior staff, SMEs, or management. Refer billing, fulfillment and licensing issues to Customer Relations, Sales and other teams as needed. Log and track customer issues using a CRM, and maintain historical records and relevant problem solving documentation. Duplicate and document software bugs while seeking to discover and deliver suitable workarounds. Provide product demonstrations to prospects or train end-users on product usage. Assist with occasionally provide off-hours coverage, as needed. Participate in company meetings, special projects and performs other duties as assigned. Bachelor’s degree with coursework in tax, business or related subjects, or equivalent experience is required. CPA certificate, JD or LL.M. is highly preferred. Should have 2+ years of product-relevant work experience involving contact with clients in a professional environment. Experience with income tax planning principles and software is preferred.

Additional Information

Job requisition ID: 108583

Company info

The Bureau of National Affairs, Inc
1801 South Bell Street
Arlington
Virginia
United States 22202
Website : https://www.bloombergindustry.com/