Seasonal Business Tax Associate

Overview

This virtual, customer-facing role provides expert guidance, tax preparation, and clear explanations of tax and technical terms for customers using TurboTax Business products.

Responsibilities include managing complex business tax returns for Partnerships and S Corporations, applying knowledge of federal and state tax rules, and delivering a high-quality customer experience through video and audio tools.

Responsibilities

• Serve customers virtually using video communications software to support tax return completion and delegated tax return work.
• Help customers with:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions using customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to find accurate answers and explain them in everyday language.
• Follow defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation needs.
• Document customer interactions.
• Work toward key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development determined by the business, including (but not limited to) compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development (training requirements may change based on business needs).

Qualifications

• 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.
• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers for compensation, using commercial tax preparation software.
• Schedule C returns (sole proprietorships) experience is required.
• Business tax return preparation experience for service industry customers is required.
• Bookkeeping experience with books-to-tax preparation is strongly preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• Excellent verbal and written communication skills.
• Strong critical thinking, problem solving, research, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must be able to commit to working during peak filing periods, including the March 15 and April 15 deadlines.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets company security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (pay for performance rewards approach):
  • Bay Area, California: $32.21 - $41.16
  • Southern California: $32.21 - $41.16
  • Colorado: $30.68 - $39.20
  • New York: $32.21 - $41.16
  • Washington: $32.21 - $41.16
• This position may be eligible for a cash bonus and equity rewards, and benefits, in accordance with applicable plans and programs.
• Pay offered is based on job-related knowledge, skills, experience, and work location.
• Regular comparisons across categories of ethnicity and gender are conducted to drive ongoing pay equity.

Location

• Must reside in the United States.
• Pay ranges above are specific to Bay Area, Southern California, Colorado, New York, and Washington.