Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using business tax products. The position involves managing complex business tax returns for Partnerships and S Corporations and offering support as customers work through their returns or have delegated return preparation.

Responsibilities

• Participate in customer interactions in a virtual environment using video communications software.
• Assist business tax customers who are:
  • Working on their tax returns, or
  • Have delegated their tax returns for full service preparation.
• Provide help 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 through empathy and deep expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to find accurate answers and explain them in everyday language.
• Follow 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 Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development determined by the business, including compliance training, proficiency-based up-skilling, cross-training on other products or offerings, and professional development (training requirements may change).

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.
• Schedule C experience (sole proprietorships) is required.
• Business tax return preparation experience for service industry customers is required.
• Bookkeeping experience with books-to-tax preparation is strongly preferred.
• 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; solid knowledge of computer operations and software.
• Strong customer service skills with the ability to interact with customers via 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.
• Ability to work 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 company security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

The expected base pay range for this position is:

• 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 will be eligible for a cash bonus, equity rewards, and benefits, in accordance with applicable plans and programs. Pay offered is based on job-related knowledge, skills, experience, and work location. Regular comparisons across categories of ethnicity and gender are conducted to drive ongoing pay equity.

Location

United States. Pay ranges are listed for Bay Area California, Southern California, Colorado, New York, and Washington.