Seasonal Business Tax Expert

Overview

This role advances customers’ ability to complete their taxes by providing expert guidance, tax preparation support, and clear explanations of tax and technical terms. Responsibilities include supporting business tax return work for Partnerships and S Corporations and assisting customers through virtual, video-based interactions.

Responsibilities

• Provide virtual, customer-facing support using video communications software.
• Assist customers using tax preparation products, 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 by applying empathy and deep knowledge of business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to find and deliver accurate answers 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 key performance metrics and established business goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business, including compliance training, proficiency-based up-skilling, 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.
• Schedule C returns (sole proprietorships) experience 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; strong 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.
• 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 organization security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• This position offers an expected base pay range (pay for performance rewards approach).
• 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
• 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 across categories of ethnicity and gender to drive ongoing pay equity.

Location

United States (role includes Bay Area California, Southern California, Colorado, New York, and Washington pay bands as listed above).