Seasonal Business Tax Expert

Overview

This role provides expert guidance to customers by helping them complete their business taxes and explaining tax and technical terms in everyday language. You will work as a virtual, customer-facing professional using video communications software to support customers using TurboTax Business products.

Responsibilities include managing complex business tax returns for Partnerships and S Corporations, while demonstrating strong knowledge of federal and state tax laws and regulations for both business and personal tax filings.

Responsibilities

• Serve as a virtual, customer-facing representative using video communications software (Smartlook).
• Assist TurboTax Business customers who are preparing 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
• Provide high-quality customer interactions that build confidence using:
  • Customer empathy
  • Expertise in business tax preparation
  • Knowledge of books-to-tax accounting entries
• Use government websites, professional resources, and team expertise to find and deliver accurate answers using everyday language.
• Apply defined practices, procedures, and organizational policies to troubleshoot and resolve customer tax advice and return preparation issues.
• Document customer interactions.
• Work toward meeting key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as 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).

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.
• 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.
• Schedule C experience (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.
• 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 via 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 organizational security criteria and a quiet location in which to work.
• Must reside in the United States.

Preferred Qualifications

• Bookkeeping experience with books to tax preparation.

Compensation & Benefits

• Expected base pay range (pay for performance approach):
  • 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
• This position may be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay offered is based on factors including job-related knowledge, skills, experience, and work location.
• Ongoing pay equity efforts include regular comparisons across categories of ethnicity and gender.

Location

• Must reside in the United States.
• Base pay ranges vary by location as listed above.