Overview
This virtual, customer-facing role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers. You will help customers complete their taxes using tax preparation software and will also have the opportunity to contribute to one of the organization’s newer product offerings.
Responsibilities
- Interact with customers virtually using video communications software.
- Assist customers working on their tax returns or who 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 using customer empathy, deep business tax preparation expertise, and knowledge of books-to-tax accounting entries.
- Use government websites, professional resources, and team expertise to find accurate answers and communicate them in everyday language.
- Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
- Document customer interactions.
- Work toward meeting key performance metrics and organizational goals.
- Participate in pilot testing, projects, and experience validations as needed.
- Complete all required training and development determined by the business, including compliance trainings, 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.
- Schedule C returns (sole proprietorships) experience 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, including solid knowledge of computer operations and software.
- Strong customer service skills and ability to interact with customers through video and audio tools professionally 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.
- 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 the organization’s security criteria and a quiet location to work.
- Must reside in the United States.
Compensation & Benefits
- This position includes a cash bonus and may include equity rewards and benefits in accordance with applicable plans and programs.
- 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
- Pay offered is based on factors including job-related knowledge, skills, experience, and work location.
Location
United States (role requires residence in the United States). Bay Area California, Southern California, Colorado, New York, and Washington pay ranges are listed above.