Overview
This role involves providing expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using business tax products. You’ll manage complex business tax returns for Partnerships and S Corporations while offering virtual, customer-facing support.
Responsibilities
- Serve as a virtual, customer-facing resource using video communications software to interact with customers.
- Assist customers using business tax products 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 provide 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 company key performance metrics and Big Bet Goals.
- Participate in pilot testing, projects, and experience validations as needed.
- Complete all required training and development determined by the business, including (but not limited to) compliance trainings, proficiency-based upskilling, cross-training of other products or offerings, and professional development. Training 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, with 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 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 the employer’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 (pay-for-performance rewards approach):
- 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 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 (must reside in the United States). Base pay ranges listed for Bay Area, California; Southern California; Colorado; New York; and Washington.