Seasonal Business Tax Associate

Overview

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

You will manage complex business tax returns for Partnerships and S Corporations and support customers as they work on their tax returns or after delegating their returns.

Responsibilities

• Interact with customers in a virtual setting using video communications software.
• Assist tax customers who are working on their tax returns or have delegated their tax returns with:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions and experiences using customer empathy and expertise in business tax preparation.
• Use government websites, professional resources, and team expertise to provide accurate answers in everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax advice and tax return preparation questions.
• Document customer interactions.
• Work toward meeting key performance metrics and performance goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development, including compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development (requirements may change based on business needs).

Requirements

• 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.
• 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 in a professional, friendly, and confident manner.
• 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.
• 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 the organization’s security criteria and a quiet location in which to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (plus eligibility for cash bonus, equity rewards, and benefits according to applicable plans):
  • 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
• Pay offered is based on job-related knowledge, skills, experience, and work location.

Location

United States (virtual role). Pay is tied to work location within the following regions: Bay Area California, Southern California, Colorado, New York, and Washington.