Overview
This role provides expert guidance, tax preparation support, and clear explanations of tax and technical terms to business customers. You will help customers complete their taxes using business tax software and may also contribute to shaping one of the organization’s newest product offerings.
Responsibilities
- Serve as a virtual, customer-facing advisor using video communications software (Smartlook).
- Assist business 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 that build confidence using customer empathy and deep business tax preparation knowledge (including books-to-tax accounting entries).
- Use government websites, professional resources, and team expertise to find and deliver correct answers in everyday language.
- Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax questions and tax return preparation needs.
- 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 determined by the business, including (but not limited to) compliance training, proficiency-based up-skilling, cross-training, 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.
- 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 have 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 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.
- 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 the organization’s 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
- Eligibility for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
- Pay is based on factors such as job-related knowledge, skills, experience, and work location.
Location
United States. Base pay ranges vary by listed regions: Bay Area California, Southern California, Colorado, New York, and Washington.