Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance for customers completing their taxes. Responsibilities focus on business tax return preparation and customer support, including explaining tax concepts and technical terms and helping customers understand tax calculations.

Responsibilities

• Work in a virtual environment using video communications software to interact with customers.
• Help customers using business tax preparation products, including 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 by applying deep customer empathy and extensive business tax preparation expertise.
• Use government websites, professional resources, and team expertise to find the right answer and communicate it in everyday language.
• Apply defined practices, procedures, and organization policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work continuously toward meeting company key performance metrics and Big Bet 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 training, proficiency-based up-skilling, cross-training of 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.
• 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.
• Must 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 organization 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:
  • 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 and equity rewards, and benefits, in accordance with applicable plans and programs.
• Pay is based on job-related knowledge, skills, experience, and work location.
• Regular comparisons are conducted to drive ongoing pay equity across categories of ethnicity and gender.

Location

United States (virtual role).