Seasonal Business Tax Associate

Overview

This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers through virtual, video-based support. You will help customers complete their taxes and provide support for business tax return preparation and filing.

Responsibilities

• Provide customer support in a virtual, customer-facing role using video communications software to interact with customers.
• Assist customers with tax returns or delegated tax return preparation, including:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software questions
  • Understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions that build confidence using customer empathy and subject matter expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to research and provide the right answer in everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work toward key performance metrics and established business 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, and professional development. Training requirements are subject to change based on business needs.

Requirements

• Strong business tax preparation experience and extensive knowledge of tax laws, evidenced by:
  • 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.
• Experience preparing Schedule C returns (sole proprietorships) is required.
• Experience preparing business tax returns for service industry customers is required.
• Bookkeeping experience with books-to-tax preparation is strongly preferred.
• Ability to obtain any related state licenses, certificates, permits, or bonds (as required).
• Active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficiency with technology, including solid knowledge of computer operations and software.
• Strong customer service skills and ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Willingness and ability to work 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 the company’s security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (pay offered depends on job-related knowledge, skills, experience, and work location):
  • 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, equity rewards, and benefits in accordance with applicable plans and programs.
• The employer conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity.

Location

United States. Base pay ranges vary by location, including Bay Area California, Southern California, Colorado, New York, and Washington.