Seasonal Business Tax Expert

Overview

This virtual, customer-facing role supports customers with tax preparation and guidance for business returns. You will provide expert help, including explanations of tax concepts and technical terms, while using video communications software to interact with customers.

Responsibilities

• Use video communications software to interact with customers and provide support while they complete their taxes or when returns are delegated.
• Provide tax advice and help with full-service business return preparation and signature.
• Answer product/software inquiries related to tax preparation.
• Help customers understand tax calculations and related information.
• Support filing tax extensions.
• Create high-quality customer interactions that instill confidence using customer empathy and your expertise in business tax preparation and books-to-tax accounting entries.
• Research and deliver accurate answers using government websites, professional resources, and team expertise, using everyday language.
• Apply defined practices, procedures, and organization policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work toward meeting key performance metrics and business goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete required training and development determined by the business, including compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs.

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.
• Bookkeeping experience with books-to-tax preparation is strongly preferred.
• Experience preparing Schedule C returns (sole proprietorships) is required.
• Experience preparing business tax returns for service industry customers is required.
• 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; 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 organization 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
• This position may be eligible for a cash bonus, equity rewards, and benefits according to applicable plans and programs.
• Pay offered is based on job-related knowledge, skills, experience, and work location.

Location

• Must reside in the United States.
• Pay ranges are listed for: Bay Area California, Southern California, Colorado, New York, and Washington.