Seasonal Business Tax Expert

Overview

This role supports customers by providing expert guidance, tax preparation, and clear explanations of tax and technical terms. You will also help shape the direction of a new business tax product offering by working as part of a virtual, customer-facing team.

Responsibilities

• Provide virtual, customer-facing support using video communications software.
• Assist business tax customers who are preparing returns or 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 empathy and deep knowledge of business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to find and deliver accurate answers in everyday language.
• Apply defined practices, procedures, and internal policies to troubleshoot and resolve customer tax advice and return preparation needs.
• Document customer interactions.
• Work continuously toward meeting company key performance metrics and goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development determined by the business, including compliance trainings, proficiency-based up-skilling, cross-training on other products or offerings, and professional development (training requirements may change).

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.
• Experience preparing business tax returns for service industry customers is required.
• Bookkeeping experience with books-to-tax preparation is strongly preferred.
• Working knowledge of Circular 230.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers professionally, confidently, and in a friendly manner through video and audio tools.
• 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 security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• 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
• 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.

Location

• Must reside in the United States.
• Base pay ranges listed for Bay Area California, Southern California, Colorado, New York, and Washington.