Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance to customers as they complete their taxes. You will help customers with business tax preparation and explain tax and technical terms in everyday language. You will also support customers who are using or have delegated work on their tax returns using TurboTax Business products.

Responsibilities

• Interact with customers in a video-based, virtual environment using required communications software.
• Assist TurboTax Business customers who are:
  • Working on their tax returns
  • Have delegated their tax returns
• Provide:
  • Tax advice
  • Full-service business return preparation and signature
  • Responses to product/software questions
  • Help understanding tax calculations
  • Assistance with filing tax extensions
• Create high-quality customer interactions by applying empathy and deep expertise in business tax preparation and bookkeeping-to-tax accounting entries.
• Use government websites and professional resources to research and provide accurate answers to customers.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and tax return preparation questions.
• Document customer interactions.
• Work toward meeting key performance metrics and business goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development, including compliance training, proficiency-based up-skilling, cross-training of other products/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.
• Business tax return preparation experience for service industry customers is required.
• Bookkeeping experience with books to tax preparation is strongly preferred.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must have an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficient with technology and solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact professionally and confidently 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 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.

Preferred Qualifications

• Bookkeeping experience with books to tax preparation.

Compensation & Benefits

• Expected base pay range (performance-based compensation available):
  • 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 and equity rewards, along with 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). Pay ranges vary by work location for:

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