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Lacerte Customer Support Jobs (NOW HIRING)

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Client Service Associate

Rochester, NY · On-site

$41K - $51K/yr

... operational support for professional tax office. Duties will include, but are not limited to ... One to two years of office or customer service experience, ideally in a accounting, financial or ...

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You should also be outgoing and personable, as this position requires superior customer service and ... Lacerte tax software experience is a plus! Company Description DLD Accountancy, LLP is a family ...

Tax Manager

Salt Lake City, UT · On-site

$107K - $140K/yr

Instead is a full replacement for CCH Axcess, GoSystem, UltraTax, OneSource, CorpTax, Lacerte ... Lead high-impact customer discovery with tax firms to understand their preparation, review ...

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... best customer service. Note: This is a local position only, and we do not offer a relocation ... QuickBooks, Accounting CS, Lacerte Why Work With Us? We're a close-knit team that supports small to ...

Tax Manager

Salina, KS · On-site

$105K - $138K/yr

... to supporting your career development in the tax industry. Requirements: * 3 to 5 years of ... Proficiency with tax software such as TurboTax, Drake, or Lacerte * Proficiency with CRM software ...

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... best customer service. Note: This is a local position only, and we do not offer a relocation ... QuickBooks, Accounting CS, Lacerte Why Work With Us? We're a close-knit team that supports small to ...

Utilize CRM systems to manage client information and ensure accurate record-keeping. * Support tax ... Proficiency in tax preparation software, such as Lacerte, and familiarity with individual tax forms.

Tax Manager

San Francisco, CA · On-site

$130K - $171K/yr

Instead is a full replacement for CCH Axcess, GoSystem, UltraTax, OneSource, CorpTax, Lacerte ... Lead high-impact customer discovery with tax firms to understand their preparation, review ...

Tax Manager

Salt Lake City, UT · On-site +1

$107K - $140K/yr

Instead is a full replacement for CCH Axcess, GoSystem, UltraTax, OneSource, CorpTax, Lacerte ... Lead high-impact customer discovery with tax firms to understand their preparation, review ...

Be Seen First

... best customer service. Note: This is a local position only, and we do not offer a relocation ... QuickBooks, Accounting CS, Lacerte Why Work With Us? We're a close-knit team that supports small to ...

Tax Manager

San Francisco, CA · On-site +1

$130K - $171K/yr

Instead is a full replacement for CCH Axcess, GoSystem, UltraTax, OneSource, CorpTax, Lacerte ... Lead high-impact customer discovery with tax firms to understand their preparation, review ...

Tax Manager

Salt Lake City, UT · On-site +1

$107K - $140K/yr

Instead is a full replacement for CCH Axcess, GoSystem, UltraTax, OneSource, CorpTax, Lacerte ... Lead high-impact customer discovery with tax firms to understand their preparation, review ...

Tax Manager

San Francisco, CA · On-site +1

$130K - $171K/yr

Instead is a full replacement for CCH Axcess, GoSystem, UltraTax, OneSource, CorpTax, Lacerte ... Lead high-impact customer discovery with tax firms to understand their preparation, review ...

... customer service. * Support financial statement reviews and audit engagements as needed. * Maintain ... Proficiency with accounting and tax software such as QuickBooks, Lacerte, ProConnect , or similar ...

Senior Auditor & Accountant

Venice, FL · On-site

$80K - $100K/yr

Ability to support tax stance with multiple sources of research. · Prepare federal, state, and ... customer service skills. · Software: Lacerte Tax, QuickBooks, CCH Practice Management for Time ...

Senior Auditor & Accountant

Venice, FL · On-site

$80K - $100K/yr

Ability to support tax stance with multiple sources of research. · Prepare federal, state, and ... customer service skills. · Software: Lacerte Tax, QuickBooks, CCH Practice Management for Time ...

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Lacerte Customer Support information

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$10

$23

$57

How much do lacerte customer support jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for lacerte customer support in the United States is $23.17, according to ZipRecruiter salary data. Most workers in this role earn between $12.02 and $26.44 per hour, depending on experience, location, and employer.

What is a Lacerte Customer Support?

A Lacerte Customer Support job involves assisting customers with technical issues, account inquiries, and troubleshooting related to Intuit's Lacerte tax software. Support representatives help users navigate software features, resolve errors, and ensure smooth operation for tax professionals. The role requires strong communication skills, patience, and a good understanding of tax software functionalities.

What are the typical daily responsibilities of a Lacerte Customer Support representative?

As a Lacerte Customer Support representative, your daily tasks include assisting clients with software navigation, troubleshooting technical issues, and answering product or tax-related questions. You will communicate with customers via phone, email, or chat, and document their concerns using internal support systems. Collaboration with other support agents and occasionally working alongside product or engineering teams to resolve escalated issues is common. This role offers a dynamic work environment where you continuously expand both your technical expertise and your ability to deliver exceptional service.

What are the key skills and qualifications needed to thrive in the Lacerte Customer Support position, and why are they important?

To thrive as a Lacerte Customer Support representative, you need a solid understanding of tax preparation concepts, exceptional troubleshooting skills, and experience in customer service roles. Familiarity with Lacerte Tax software, CRM platforms, and sometimes a background in accounting or IRS regulations is highly valued. Excellent communication, patience, and a customer-centric attitude distinguish top performers in this position. These abilities are essential for effectively resolving complex customer issues and ensuring high client satisfaction in a fast-paced technical support environment.

What are the most commonly searched types of Lacerte Customer Support jobs?

The most popular types of Lacerte Customer Support jobs are:

Infographic showing various Lacerte Customer Support job openings in the United States as of June 2026, with employment types broken down into 74% Part Time, and 26% Contract. Highlights an 81% Physical, 5% Hybrid, and 14% Remote job distribution, with an average salary of $48,196 per year, or $23.2 per hour.

Client Service Associate

Welker Mojsej & DelVecchio

Rochester, NY • On-site

$41K - $51K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 20 days ago

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Job description

Client Service Associate

Immediate opening

Preference given to previous accounting office environment.

We are seeking an energetic, friendly, and outgoing person with strong work ethic to provide administrative and operational support for professional tax office.

Duties will include, but are not limited to:

  • First point of contact with clients on phone or in office.
  • Appointment setting and confirmation.
  • Receive, sort, scan, and securely file confidential tax documents and correspondence.
  • Processing tax returns and other electronic filings.
  • Assembling tax returns and financial statements.
  • Assist in mailing/uploading tax organizers to clients.
  • Filing and client file maintenance (both physical and on network).
  • Maintain organization and cleanliness of front desk reception area and common office area.

Requirements:

  • One to two years of office or customer service experience, ideally in a accounting, financial or legal setting.
  • Exposure to Ultra Tax and Lacerte tax software a plus.
  • Strong computer skills, proficiency with Microsoft Office, and the ability to learn and become proficient with tax software quickly.
  • Experience with ShareFile, including managing confidential client data, large file transfers, encrypted communications and setting up e-file signature requests and tracking.
  • Strong organizational and problem-solving skills, high attention to detail and accuracy, and strict adherence to client privacy and data security.
  • Ability to thrive and multi-task in fast paced, changing environment.
  • Ability to work independently, as well as within a team.

Standard office hours are 8:30 AM to 5:00 PM, Monday through Friday. During busier times of the year, additional hours may be required. 

Salary range - $41,600.00 - $52,000.00 (commensurate based on experience).