Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance for business customers as they complete their taxes. Responsibilities include delivering tax advice, preparing and signing full service business returns, explaining tax and technical terms, and helping customers understand tax calculations and filing options.

Responsibilities

• Interact with customers using state-of-the-art video communications software.
• Help customers using business tax preparation products, including:
  • Tax advice
  • Full Service business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions that build confidence through empathy and subject-matter expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and internal team expertise to research and provide the right answer in everyday language.
• Apply defined practices, procedures, and internal policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work toward meeting key performance metrics.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business, including compliance trainings, proficiency-based up-skilling, cross-training of other products/offerings, and professional development (training requirements may change based on business needs).

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.
• 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, including solid knowledge of computer operations and software.
• Strong customer service skills and ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• Excellent verbal and written communication skills.
• Strong critical thinking, problem-solving, research, and determination skills.
• 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.
• Must have (or be able 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 (pay offered based on job-related knowledge, skills, experience, and 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
• Eligible for a cash bonus and equity rewards, and benefits, in accordance with applicable plans and programs.
• The employer conducts regular comparisons across categories of ethnicity and gender to help drive pay equity.

Location

United States (remote). Pay ranges are listed for:

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