Client Support Analyst (Fintech)

TL;DR

Client Support Analyst (Fintech): Managing high-profile partner relationships and year-end tax form operations with an accent on data oversight and compliance. Focus on troubleshooting production issues, overseeing end-to-end case management, and ensuring accuracy for US and Canadian tax filings.

Location: Remote (Must be based in the US)

Salary: $80,237 - $139,077

Company

hirify.global is a global data and technology company powering opportunities for people and businesses across various markets including financial services, healthcare, and automotive.

What you will do

• Oversee end-to-end client case management, including tracking, prioritization, and documentation across multiple systems.
• Support year-end tax form processing by validating, formatting, and QA'ing files for W-2, 1099, and Canadian (T4, T4A, RL-1) forms.
• Serve as the primary client contact by leading status meetings, presenting updates, and providing high-touch communication.
• Utilize Salesforce (SFDC), Smartsheet, and advanced Excel to manage client deliverables and case activity.
• Troubleshoot production and data processing issues independently to ensure an error-free experience.
• Support peak year-end processing demands from October through February, including extended hours and weekends.

Requirements

• 5+ years of experience in Client Services.
• Experience working directly with enterprise-level clients in regulated industries.
• Knowledge of payroll and tax forms for US and Canada (W2, 1099, T4, RL1).
• Advanced skills in Excel, Salesforce, and Smartsheet.
• Must be eligible to work in the US to access benefits like 401K and handle US tax compliance.

Culture & Benefits

• Comprehensive compensation package including a bonus plan.
• Core benefits including full medical, dental, and vision insurance.
• Matching 401K plan.
• Fully remote work environment.
• Flexible time off, including vacation, sick leave, and volunteer time off.