Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance to customers as they prepare their business taxes using TurboTax Business products. Responsibilities include advising on tax issues, explaining tax and technical terms in everyday language, and helping customers understand calculations and next steps.

The role also supports management of complex business tax returns for Partnerships and S Corporations and includes participation in pilots, projects, and experience validations as needed.

Responsibilities

• Interact with customers in a virtual setting using video communications software.
• Help customers working on their tax returns or who have delegated their 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 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 research and deliver accurate answers.
• Apply defined practices, procedures, and organization policies to troubleshoot and resolve customer tax advice and return preparation issues.
• Document customer interactions.
• Work toward company key performance metrics and goals.
• Complete required training and development as determined by the business, including compliance trainings, proficiency-based up-skilling, cross-training, and professional development. Training requirements are subject to change.

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.
• 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 and solid knowledge of computer operations and software.
• Strong customer service skills; ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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 security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (by 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 offered is based on job-related knowledge, skills, experience, and work location.
• Regular comparisons are conducted to help drive ongoing pay equity across categories of ethnicity and gender.

Location

United States

Work must be performed virtually from a quiet location with a dedicated hardwired internet connection that meets security criteria.