Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation support, and clear explanations of tax and technical terms to customers. You’ll also have the opportunity to help shape one of the organization’s newest product offerings through participation in projects and experience validations.

Responsibilities

• Serve as a virtual, customer-facing resource using video communications software to interact with customers.
• Assist customers using TurboTax Business products, including 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 that build confidence through customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to research and deliver accurate answers in everyday language.
• Follow defined practices, procedures, and organizational policies to troubleshoot and resolve customer tax advice and tax return preparation needs.
• Document customer interactions.
• Continuously 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 upskilling, 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.
• 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, with solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• Excellent verbal and written communication skills.
• Strong critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Ability 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 organization security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (varies by work 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 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.

Location

United States. The role has specified expected base pay ranges for:

• Bay Area, California
• Southern California
• Colorado
• New York
• Washington