Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers. Work focuses on managing complex business tax returns while supporting customers through video-based interactions and using tax preparation software.

Responsibilities

• Use video communications software to interact with customers.
• Assist customers using tax preparation products, including:
  • Providing tax advice
  • Completing full service business return preparation and signature
  • Answering product/software inquiries
  • Explaining tax calculations
  • Filing tax extensions
• Create high-quality customer interactions using empathy and extensive business tax preparation expertise, including books-to-tax accounting entry knowledge.
• Use government websites, professional resources, and team expertise to research and deliver the right answer in everyday language.
• Apply defined practices, procedures, and internal policies to troubleshoot and resolve tax advice and return preparation issues.
• 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 required training and development as determined by the business, including compliance training, proficiency-based up-skilling, cross-training, 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.
• 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; solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• 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 commit to working during peak filing periods, including the March 15 and April 15 deadlines.
• Dedicated hardwired internet connection that meets required security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range by 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
• May be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay is based on factors including job-related knowledge, skills, experience, and work location, with regular comparisons across categories of ethnicity and gender to support pay equity.

Location

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