Sr. Tax Associate

Sydecar, Inc

$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years in customer support or operations role, ideally in FinTech or alternative investments.
  • Intermediate knowledge of venture investing or fund accounting.
  • Strong written and verbal communication skills.
  • Attention to detail with multitasking abilities.
  • Passionate about customer service and positive experiences.
  • Skilled in problem evaluation and scalable solution proposal.
  • Highly organized with a focus on process improvement.

Responsibilities

  • Respond to customer support inquiries for a delightful experience.
  • Identify product and process improvements for future enhancements.
  • Collaborate with senior team members and legal/tax/product teams to educate customers.
  • Develop expert knowledge of the product, customer needs, and industry trends.
  • Support customer-facing projects and aid in product discovery.

Benefits

  • Competitive salary
  • Generous medical, dental, and vision coverage
  • Stock options
  • Bonus plan
  • 401k with 6% company match
  • Paid time off (PTO)
  • Parental leave for all employees
  • Life insurance
Full Job Description
About the Team

The Customer Experience team at Sydecar helps our customers get where they need to go. As the primary contact for all of our customers and their investors, the team works daily to resolve customer support cases, provide feedback for new product solutions, and manage an SPV or Fund from formation to closing, and beyond.
About the Opportunity

CX Associates are Sydecar's ambassadors to our Fund Managers and their Investors- a crucial role for both product discovery and customer experience. The ideal candidate has an interest in alternative investing and is an excellent communicator with a strong desire to help others solve problems, no matter how big or how small. Each associate will gain a deep understanding of SPVs, the current alternative investing landscape, and the process behind building and iterating upon a Financial Technology product.

This is a hybrid role based in Seattle with in-office attendance two days per week.
What You'll Do

As an CX Associate, you will:
  • Respond to customer support inquiries to ensure delightful experience
  • Identify product and process improvements that will shape the future of our product and our workflow
  • Liaise with senior members of the team, as well as our Legal, Tax, and Product teams to answer customer questions and educate first-time Deal Organizers via our support inbox
  • Develop an expert knowledge of our product, our customers, and our industry
  • Support customer-facing projects and product discovery
What we're looking for
  • 2-3 years of experience working in a customer support or operations role, preferably in the FinTech or alternative investments industries
  • Intermediate knowledge of venture investing, fund accounting, or related fields
  • Excellent and professional written and verbal communication skills
  • Attention to detail and ability to manage many tasks at once without dropping the ball
  • Passion for customer service and creating positive experiences
  • Ability to effectively evaluate problems and propose sensible, scalable solutions
  • Process driven and highly organized, with an eye for process/product improvement
  • Detail oriented
Bonus if you have

You'll enjoy these benefits
  • Competitive Salary
  • Generous medical, dental, & vision
  • Stock Options
  • Bonus Plan
  • 401k with 6% Company Match
  • PTO
  • Parental Leave for All Employees
  • Life Insurance

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