Seasonal Business Tax Expert

Overview

This role provides expert guidance to customers through business tax preparation, including explanations of tax and technical terms. You will support customers using video communications software in a virtual, customer-facing setting, and help customers complete their taxes using tax preparation products.

Responsibilities

• Provide customer support for TurboTax Business customers who are working on their tax returns or have delegated their tax returns, including:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions and experiences using customer empathy and your 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 in everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax advice and tax return preparation needs.
• Document customer interactions.
• Work toward meeting key performance metrics and company goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development determined by the business, including compliance trainings and proficiency-based upskilling (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.
• Must possess 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 and the ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• 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.
• Must be able 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 the organization’s 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 (performance-based compensation with additional rewards):
  • 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 may be eligible 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 support pay equity.

Location

United States (remote). Pay ranges are provided for Bay Area, California; Southern California; Colorado; New York; and Washington.