Seasonal Business Tax Expert

Overview

This is a virtual, customer-facing role focused on helping customers complete business tax returns and understand tax and technical terms. The position provides expert guidance and tax preparation support, including troubleshooting and documenting customer interactions.

Responsibilities

• Use video communications software to interact with customers.
• Assist customers using TurboTax Business products, including those working on their tax returns or who have delegated their tax returns.
• Provide tax advice.
• Complete full-service business return preparation and signature.
• Answer product/software inquiries.
• Help customers understand tax calculations.
• Support 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 find and deliver accurate answers in everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve tax advice and tax return preparation issues.
• Document customer interactions.
• Work toward key performance metrics and company goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development, including compliance trainings and proficiency-based up-skilling; 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.
• Bookkeeping experience with books-to-tax preparation strongly preferred.
• Experience preparing Schedule C returns (sole proprietorships) is required.
• Experience preparing business tax returns for service industry customers is required.
• Ability to obtain any related state licenses, certificates, permits, or bonds.
• 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, including the ability to interact with customers through video and audio tools professionally, friendly, 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.
• Ability to work during peak filing periods, including the March 15 and April 15 deadlines.
• Dedicated hardwired internet connection meeting the organization’s security criteria, and a quiet location to work.
• Must reside in the United States.

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
• 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 pay equity comparisons are conducted across categories of ethnicity and gender.

Location

United States (virtual role). Pay ranges vary by region: Bay Area (California), Southern California, Colorado, New York, and Washington.