Seasonal Business Tax Expert

Overview

This role involves providing expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using virtual video support. You will manage complex business tax return needs for Partnerships and S Corporations, and help customers who are working on their tax returns or have delegated their return preparation.

Responsibilities

• Serve as a virtual, customer-facing resource using video communications software to interact with customers.
• Assist customers with:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Deliver high-quality customer interactions using deep customer empathy and strong expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to provide accurate answers in everyday language.
• Follow defined practices, procedures, and organization policies to troubleshoot and resolve customer questions related to tax advice and tax return preparation.
• Document customer interactions.
• Work continuously toward meeting key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development determined by the business (including compliance training, 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.
• 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 the ability to interact with customers through video and audio tools professionally and confidently.
• Excellent verbal and written communication skills.
• Strong critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must be able to work 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 organization security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (pay may vary by factors including 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
• Eligibility 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. Regular comparisons across categories of ethnicity and gender are used to support pay equity.

Location

United States

Bay Area California, Southern California, Colorado, New York, or Washington (base pay ranges listed by region above).