Seasonal Business Tax Associate

Overview

This role supports customers by providing expert guidance, tax preparation, and clear explanations of tax and technical terms. You will work on complex business tax returns for Partnerships and S Corporations and interact directly with customers in a virtual, video-based environment.

Responsibilities

• Serve as a virtual, customer-facing tax expert using video communications software to interact with customers.
• Help customers with their tax returns or delegated tax return work, including:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Deliver high-quality customer interactions using customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
• Research and use government websites, professional resources, and team expertise to provide accurate answers in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and tax return preparation questions.
• Document customer interactions.
• Work toward meeting company key performance metrics and 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 of other products or offerings, and professional development. Training requirements are subject to 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.
• Bookkeeping experience with books-to-tax preparation is strongly preferred.
• Experience preparing Schedule C returns (sole proprietorships) is required.
• Experience preparing Business Tax returns for service industry customers is required.
• 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, including 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.
• Ability 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 security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range by 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 and equity rewards, and benefits in accordance with applicable plans and programs.
• Pay is based on job-related knowledge, skills, experience, and work location.

Location

United States (virtual role). Bay Area California, Southern California, Colorado, New York, and Washington base pay ranges apply.