Seasonal Business Tax Associate

Overview

This virtual, customer-facing role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers. You will help customers complete their taxes using TurboTax Business products and may help shape the direction of one of the organization’s newest product offerings.

Responsibilities

• Use video communications software to interact with customers.
• Help TurboTax Business customers who are:
  • Working on their tax returns, or
  • Have delegated their tax returns
• Provide:
  • Tax advice
  • Full Service Business return preparation and signature
  • Assistance with product/software questions
  • Explanations of tax calculations
  • Support for filing tax extensions
• Create high-quality customer interactions using deep customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to deliver accurate answers in everyday language.
• Apply defined practices, procedures, and organizational policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work toward meeting key performance metrics and business goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development determined by the business, including compliance trainings, proficiency-based up-skilling, cross-training on other products or offerings, and professional development (training 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.
• Schedule C returns experience (sole proprietorships) is required.
• Experience preparing Business Tax returns for service industry customers is required.
• Working knowledge of Circular 230.
• Strong customer service skills, with 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 willing and able to commit during peak filing periods, including the March 15 and April 15 deadlines.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Proficient with technology; solid knowledge of computer operations and software.
• 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.

Preferred Qualifications

• Bookkeeping experience with books-to-tax preparation is strongly preferred.

Compensation & Benefits

• Cash bonus and equity rewards eligibility, and benefits in accordance with applicable plans and programs.
• 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
• Pay offered is based on job-related knowledge, skills, experience, and work location.

Location

United States (virtual role). Pay ranges provided for Bay Area California, Southern California, Colorado, New York, and Washington.