Overview
This virtual, customer-facing role supports customers with business tax preparation by providing expert guidance, preparing returns, and explaining tax and technical terms in clear, everyday language. The position also includes interacting with customers using video communications software.
Responsibilities
- Use video communications software to interact with customers and provide support throughout the tax filing process.
- Assist customers who are working on their tax 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 that build confidence through empathy and deep expertise in business tax preparation and books-to-tax accounting entries.
- Use government websites, professional resources, and team expertise to find the right answers and deliver them to customers.
- Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and return-preparation questions.
- Document customer interactions.
- Work toward meeting company key performance metrics and goals.
- Participate in pilot testing, projects, and experience validations as needed.
- Complete required training and development, including compliance trainings, proficiency-based up-skilling, cross-training of other products or 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.
- 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.
- 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 company’s security criteria and a quiet work location.
- Must reside in the United States.
Preferred Qualifications
- Bookkeeping experience with books-to-tax preparation.
Additional Qualifications / Specific Requirements
- 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; solid knowledge of computer operations and software.
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
- This position may be eligible for a cash bonus and equity rewards, as well as benefits, in accordance with applicable plans.
- Pay offered is based on job-related knowledge, skills, experience, and work location.
- The employer conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity.
Location
United States. Base pay ranges are listed for: Bay Area California, Southern California, Colorado, New York, and Washington.