Semi Senior Tech Support Specialist (Part Time, Wisconsin)

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About this job

Are you detail-oriented, systems-driven, and enjoy keeping operations running smoothly behind the scenes? We’re looking for a Semi Senior Tech Support Specialist to support a growing accounting/tax-focused firm part-time, acting as an operational and technology hub to keep work moving efficiently. This is a fully remote role with availability during Central Time (CT). Apply today!

BetterPros unlocks human potential by offering competitive compensation, flexibility, constant learning and growth, and the opportunity to work anywhere you want with one of our +130 active clients across the United States.

What you will do

Manage TaxDome workflows, including job setup, task tracking, due dates, status updates, and automations.
Coordinate client document collection for individual and business tax returns (W-2s, 1099s, K-1s, 1098s, brokerage statements, payroll reports, sales tax records, and more).
Maintain clean, complete tax workpapers and enforce standardized naming and filing conventions within the client portal.
Support tax prep operations: assemble source documents, tie out basic totals, flag anomalies, and route questions to preparers.
Follow up on organizers, missing items, and intake checklists; send client reminders as needed.
Assist with extension tracking and quarterly estimate coordination, including status updates, confirmations, and client notifications.
Handle e-file and administrative support, including signature requests, engagement letters, authorization forms, delivery steps, and confirmation tracking.
Act as the operational hub across the firm by monitoring pipelines, removing bottlenecks, and ensuring tasks are assigned and progressing.
Create and maintain SOPs, templates, and checklists, continuously improving repeatable processes.
Provide light tech administration, including user setup support, workflow tweaks, standard automations, and tool adoption.
Use AI tools (including Juno) to draft first-pass client communications, summarize client notes, and improve consistency, always with human review.
Support the firm’s accounting context by working comfortably within QuickBooks Online (supporting client workflows).

What you'll need to know

A bachelor’s degree in accounting, administration or similar.
Background in accounting and/or tax, with familiarity across individual and business tax workflows.
Comfort using QuickBooks Online in a support capacity.
Strong organizational skills, excellent follow-through, and client-friendly communication.
A process-oriented mindset with a genuine enjoyment of systems, checklists, and optimization through technology.
High attention to detail and the ability to manage multiple moving parts accurately and efficiently.
A proactive, reliable, and collaborative attitude.

A great plus

Experience working within tax or accounting firms.
Familiarity with TaxDome or similar practice management platforms.
Comfort improving workflows through automation and documentation.
Experience using AI tools to support operations and communication.

We’ve got the opportunity, you’ve got the talent.
We want to hear from you!

How does it work?

Explore & Apply

Check out our open positions and apply to the one that fits you best.

First Interview

If you match our open position, we will schedule a 30-minute meeting

Client Interview

Time to showcase your skills.  (Don’t worry, we’ll be with you every step of the way!)

Kick-off Meeting

Congrats on your new job!  We’re so excited to start this journey with you.

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