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 in a virtual, customer-facing environment and help customers complete their taxes using business tax preparation software.

Responsibilities

• Serve as a virtual, customer-facing advisor using video communications software to interact with customers.
• Help business tax preparation 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 that build confidence using empathy and deep expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and internal expertise to research and provide accurate answers in everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax advice and return preparation needs.
• Document customer interactions.
• Work toward meeting company key performance metrics and 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, 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.
• Schedule C returns 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.
• Working knowledge of Circular 230.
• Proficiency with technology and solid knowledge of computer operations and software.
• Strong customer service skills, with the ability to interact professionally and confidently with customers through video and audio tools.
• 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 willing to obtain) a dedicated hardwired internet connection that meets security criteria and a quiet location to work.
• Must reside in the United States.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must have an active Preparer Tax Identification Number (PTIN).

Preferred Qualifications

• Bookkeeping experience with books-to-tax preparation.

Compensation & Benefits

Expected base pay range (base pay):

• 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 job-related knowledge, skills, experience, and work location.

Location

United States

Bay Area California; Southern California; Colorado; New York; Washington