Seasonal Business Tax Expert

Overview

This role provides expert guidance to customers by helping them complete their business tax returns and by clearly explaining tax and technical terms. Work is virtual and customer-facing, using video communications software.

The position involves supporting customers using business tax preparation products and handling complex business tax return needs.

Responsibilities

• Provide virtual, customer-facing support using video communications software to interact with customers.
• Assist business tax customers who are working on their 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 deep customer empathy and expertise in business tax preparation and bookkeeping-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to find and deliver accurate answers using everyday language.
• Follow defined practices, procedures, and organization policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work continuously toward meeting key performance metrics and business goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business, including compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development (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 have 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, including the ability to interact with customers professionally, friendly, and confidently through video and audio tools.
• 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 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 organization security criteria and a quiet location to work.
• Must reside in the United States.

Preferred Qualifications

• Bookkeeping experience with books-to-tax preparation.

Compensation & Benefits

• Expected base pay range:
  • 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 will be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.

Location

Must reside in the United States. Base pay ranges vary by work location in Bay Area California, Southern California, Colorado, New York, and Washington.