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Trust Officer
at TaxBit
6 months ago | 581 views | 1 applications

Trust Officer

United States

About the company

TaxBit is helping to drive mainstream adoption of digital assets by connecting the consumer, enterprise, and government tax and accounting ecosystems. Our Software-as-a-Service (SaaS) platform streamlines our customers’ reporting experience across traditional and digital asset classes. We are trusted by thousands of consumers, leading exchanges and enterprises, government agencies—including the IRS— respected accounting firms, and others to solve complex accounting problems at scale and ensure compliance with the latest tax laws. TaxBit investors include Haun Ventures, IVP, Insight Partners, Paradigm, Tiger Global, PayPal Ventures, Winklevoss Capital, Coinbase Ventures, and other leading crypto investors. Our team is located in Salt Lake City, San Francisco, Seattle and Washington, D.C. If you’re searching for a company that’s dedicated to your growth, recognizes your unique contribution, and provides a fun, flexible, and inclusive work environment, then TaxBit is the place for you. We’re looking for team members who are ready to join a hypergrowth company and excited to work at the forefront of an entirely new industry.

Job Summary


📍Responsible for administration and oversight of all accounts under administration. 📍Provide high-quality customer service by owning, monitoring, and improving customer service, handling customer inquiries, managing client communications throughout the entire customer relationship experience. 📍Involvement in new account acceptance, account opening procedures, distributions, and closing account procedures. 📍Work with sales team members and assist with answering questions and fulfilling requests for more information. 📍Handle any complaints and provide regular customer feedback to the entire team. 📍Establish and maintain a database on the status of new and existing clients. 📍Streamline the onboarding process and customer service process by identifying problems and achieving best resolution. 📍Develop and maintain expertise in the products and services offered to clients.

Skills and Experience

📍Bachelor’s Degree and an advanced degree or certification 📍6 years of customer relationship service and 3 years of experience working at a trust company 📍Highly effective verbal and written communications 📍Strong customer service skills 📍Accuracy and attention to detail 📍Highly organized with work tools like emails, spreadsheets, databases 📍Extremely high sense of urgency when servicing external and internal clients 📍Analytical skills, positive attitude, listening and problem-solving skills

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