Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance, tax preparation, and clear explanations of tax and technical terms for customers. Responsibilities focus on managing complex business tax returns and helping customers complete their taxes using the organization’s TurboTax Business products.

Responsibilities

• Use video communications software to interact with customers in a professional, confident manner.
• Assist TurboTax Business 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 that build confidence using 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 correct answers in everyday language.
• Apply defined practices, procedures, and organization policies to troubleshoot and resolve customer tax advice and tax return preparation needs.
• Document customer interactions.
• Work toward meeting key performance metrics and program goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete required training and development determined by the business, including (but not limited to) compliance trainings, proficiency-based upskilling, cross-training on other products or offerings, and professional development. Training requirements may change based on business needs.

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 returns experience (sole proprietorships) required.
• Business tax return preparation experience for service industry customers 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.
• 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 the organization’s security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Competitive compensation with pay-for-performance rewards.
• 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 offered is based on job-related knowledge, skills, experience, and work location.

Location

United States (virtual role).