Customer Experience Specialist



Customer Service
Salt Lake City, UT, USA
Posted on Thursday, February 8, 2024


Founded in 2018 by CPAs, tax attorneys, and software developers, TaxBit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. TaxBit’s Software-as-a-Service (SaaS) platform streamlines and automates customers’ tax reporting and accounting activities for digital assets.

Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), TaxBit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. TaxBit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Washington, D.C.

Opportunity for Impact

We are looking for a Customer Experience Specialist to assist our clients that utilize TaxBit’s various SaaS offerings to ensure that we provide them with the most accurate and correct information in a timely manner!

Customer Experience Specialists are expected to represent TaxBit in a professional and friendly manner. You should be comfortable working directly with TaxBit’s enterprise clients within a reasonable time frame. You will strive to become a subject matter expert on TaxBit’s product and have a passion for learning about crypto, tax and accounting. Our team requires the highest level of teamwork and trust to achieve our organizational goals.

Role and Responsibilities

  • Deliver a great customer experience, with a focus on TaxBit’s Enterprise SaaS offerings
  • Act as the initial point of communication for our Enterprise customers via our ticketing system
  • Actively update, maintain and monitor customer queries in a timely and accurate way
  • Resolve basic troubleshooting related to our Crypto-Tax and Accounting Platforms
  • Identifying customer needs and helping customers use specific features
  • Work across the Customer Experience Department to efficiently resolve tickets
  • Lead smaller implementations for our TaxBit Accounting Software

Professional Qualifications

  • Accounting, Business, Information Systems, or Computer Science degree required
  • 1+ years of experience in Customer Support or Accounting Systems preferred
  • Comfortable leading client facing meetings
  • Proficient written communication and writing skills
  • Excellent cross-team collaboration skills
  • Basic knowledge of troubleshooting and issue resolution
  • Ability to learn quickly and pivot to different types of projects
  • Comfortable with multitasking
  • Bonus: Basic understanding of GAAP accounting

Personal Characteristics

  • Passionate or curious about Crypto
  • Eager learner
  • Self starter


The base salary range for this role is $41,600-62,400. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications.

Benefits & Perks

  • Competitive cash compensation (based on experience)
  • Equity (RSUs)
  • Competitive benefits package
  • A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more
  • Hybrid working model: 3 days in-office, 2 days WFH/flexible
  • Monday team lunches, snacks and drinks
  • Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge
  • Paid parental leave to bond with your child
  • Fertility Benefit
  • Autonomous work and flexibility in how work is performed

TaxBit in the News

Corp Press
Forbes America's Best Startup Employers
Deloitte Top 10 Fast 500 Award
Forbes FinTech 50

Recent Product Announcements
TaxBit Announces AI Enabled Rules Engine for Crypto Accounting
TaxBit Launches DAC7 Compliance Solution for Digital Marketplaces
TaxBit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets
TaxBit Launches Innovative CESOP Reporting Solution for Digital Assets

TB Thought-Leadership Pieces
Fortune - Future of Finance
NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto
Future of Finance Roundtable Event (Video)
Coindesk - The Tax Implications of Sam Bankman-Fried’s Conviction
Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation
Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast)

Alliance/ Partner Announcements
IRS Taps TaxBit to Audit Bulk Crypto Transactions
EY to Collaborate With TaxBit on Digital Asset Tax Reporting
TaxBit and KPMG LLP Announce Alliance to Assist Digital Asset Companies Amid Market and Regulatory Uncertainty
Deloitte and TaxBit Form Alliance to Meet Exponential Market Demand for Digital Asset


  • By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired.
  • Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.