Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation support, and clear explanations of tax and technical terms to customers using business tax software. Responsibilities include managing complex business tax returns and helping customers through virtual, video-based interactions.

Responsibilities

• Serve as a virtual, customer-facing specialist using video communications software (Smartlook).
• Assist business tax customers who are:
  • Working on their tax returns, or
  • Have delegated their tax returns
• Provide:
  • Tax advice
  • Full Service Business return preparation and signature
  • Support for product/software inquiries
  • Explanations of tax calculations
  • Help 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 accurate answers and communicate them in everyday language.
• Troubleshoot and resolve tax advice and tax return preparation questions by applying defined practices, procedures, and policies.
• Document customer interactions.
• Continuously 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 determined by the business, including compliance training, proficiency-based up-skilling, cross-training on other products or offerings, and professional development (training requirements are subject to 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.
• 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, with solid knowledge of computer operations and software.
• Strong customer service skills, including 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.
• Must 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 company security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• This position includes a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• 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
• Pay offered is based on job-related knowledge, skills, experience, and work location.
• Ongoing pay equity efforts are supported through regular comparisons across categories of ethnicity and gender.

Location

Must reside in the United States. Expected base pay ranges vary by the following regions: Bay Area California, Southern California, Colorado, New York, and Washington.