Seasonal Business Tax Expert

Overview

This role supports customers by providing expert guidance, tax preparation, and clear explanations of tax and technical terms. You will work virtually in a customer-facing capacity and help customers complete business tax returns using business tax software.

Responsibilities

• Participate in virtual, customer-facing interactions using video communications software.
• Assist business tax customers who are working on their 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 deep customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
• 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 issues.
• Document customer interactions.
• Work continuously toward meeting key performance metrics and organization goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development, 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.
• Active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
• 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 have an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficient with technology, with solid knowledge of computer operations and software.
• Strong customer service skills, including 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.
• Must be able to work during peak filing periods, including the March 15 and April 15 deadlines.
• Must have (or be able to obtain) a dedicated hardwired internet connection that meets the organization’s security criteria and a quiet location to work.
• Must reside in the United States.

Preferred Qualifications

• Bookkeeping experience with books-to-tax preparation.

Compensation & Benefits

• Expected base pay range (by location):
  • Bay Area California: $41.51 - $53.04
  • Southern California: $41.51 - $53.04
  • Colorado: $39.53 - $50.51
  • New York: $41.51 - $53.04
  • Washington: $41.51 - $53.04
• Eligibility for a cash bonus, equity rewards, and benefits, in accordance with applicable plans and programs.
• Pay is based on factors such as job-related knowledge, skills, experience, and work location.
• The organization conducts regular comparisons across categories of ethnicity and gender to drive pay equity.

Location

United States (virtual role). Location-based pay applies for Bay Area California, Southern California, Colorado, New York, and Washington.