Seasonal Business Tax Expert

Overview

This role helps customers complete their taxes by providing expert guidance, tax preparation support, and clear explanations of tax and technical terms. Responsibilities include supporting business tax return preparation for Partnerships and S Corporations, answering customer questions, and delivering confidence through high-quality, empathetic customer interactions.

Responsibilities

• Virtual, customer-facing support using video communications software to interact with customers
• Assist customers using tax preparation products, including:
  • Providing tax advice
  • Delivering full-service business return preparation and signature
  • Answering product/software inquiries
  • Explaining tax calculations
  • Filing tax extensions
• Create high-quality customer interactions and experiences using customer empathy and deep business tax preparation knowledge (including books-to-tax accounting entries)
• Use government websites, professional resources, and team expertise to research and provide correct answers in everyday language
• Apply defined practices, procedures, and policies to troubleshoot and resolve tax advice and tax return preparation questions
• Document customer interactions
• Work toward meeting company key performance metrics and Big Bet Goals
• Participate in pilot testing, projects, and experience validations as needed
• Complete all required training and development as determined by the business, including compliance trainings and proficiency-based up-skilling (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
• Ability to obtain any related state licenses, certificates, permits, or bonds
• Active Preparer Tax Identification Number (PTIN)
• Working knowledge of Circular 230
• Proficient with technology, including strong computer operations and software knowledge
• Strong customer service skills with the ability to interact with customers via 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
• 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 required 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 (depends on 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
• Pay is based on job-related knowledge, skills, experience, and work location
• Regular comparisons are conducted across categories of ethnicity and gender to drive pay equity

Location

United States

Expected base pay range by location:

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