Overview
This role supports customers by providing expert guidance, tax preparation, and clear explanations of tax and technical terms. You will work toward helping customers complete their taxes and may also contribute to the direction of one or more new product offerings.
Responsibilities
- Virtual, customer-facing role using state-of-the-art video communications software to interact with customers.
- Assist customers using business tax products with:
- Tax advice
- Full Service Business return preparation and signature
- Product/software questions
- Understanding tax calculations
- Filing tax extensions
- Deliver high-quality customer interactions using deep customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
- Use government websites, professional resources, and team expertise to find and deliver accurate answers using everyday language.
- Follow defined practices, procedures, and policies to troubleshoot and resolve customer tax advice and return-preparation needs.
- Document customer interactions.
- Work continuously toward meeting key performance metrics and business goals.
- Participate in pilot testing, projects, and experience validations, as needed.
- Complete all required training and development as 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 are subject to change).
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.
- Bookkeeping experience with books-to-tax preparation is strongly preferred.
- Experience preparing Schedule C returns (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.
- Ability 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 employer’s security criteria and a quiet location to work.
- Must reside in the United States.
Compensation & Benefits
- Expected base pay range for this position:
- 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.
- Pay offered is based on job-related knowledge, skills, experience, and work location.
- Ongoing pay equity is supported through regular comparisons across categories of ethnicity and gender.
Location
United States (virtual role).
Note: Base pay ranges are listed for Bay Area California, Southern California, Colorado, New York, and Washington.