Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers. You will support customers as they complete their taxes using the company’s TurboTax Business products.

You will help manage complex business tax returns for Partnerships and S Corporations, applying strong knowledge of federal and state tax laws and regulations.

Responsibilities

• Serve as a virtual, customer-facing representative using video communications software to interact with customers.
• Assist TurboTax Business customers who are 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
• Deliver high-quality customer interactions by applying customer empathy and business tax preparation expertise, including books-to-tax accounting entry knowledge.
• Use government websites, professional resources, and team expertise to find and provide the right answers in everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax questions and tax return preparation.
• Document customer interactions.
• Work toward company key performance metrics and Big Bet 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 up-skilling, cross-training of other products or offerings, and professional development (training requirements may change based on business needs).

Requirements

• Strong business tax preparation experience and extensive knowledge of tax laws, evidenced by:
  • 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.
• Must possess an 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.
• Experience preparing Business Tax returns for service industry customers is required.
• 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, including the ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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 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 company’s security criteria and a quiet location to work.
• Must reside in the United States.

Preferred Qualifications

• Bookkeeping experience with books-to-tax preparation is strongly preferred.

Compensation & Benefits

• Expected base pay range (pay offered is based on job-related knowledge, skills, experience, and 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
• This position may be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• The organization conducts regular comparisons across categories of ethnicity and gender to help drive ongoing pay equity.

Location

United States (virtual role). Specific base pay ranges are listed for Bay Area California, Southern California, Colorado, New York, and Washington.