Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms for customers using business tax products. You will manage complex business tax returns for Partnerships and S Corporations while providing virtual, customer-facing support.

Responsibilities

• Provide virtual, customer-facing assistance using video communications software to interact with customers.
• Help customers with their tax returns and delegated return preparation, including:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Deliver high-quality customer interactions that build confidence through 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 accurate answers and explain them in 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 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 compliance training, proficiency-based up-skilling, cross-training, and professional development (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.
• 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.
• 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 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.
• Ability to work during peak filing periods, including the March 15 and April 15 deadlines.
• 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:
  • 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 and equity rewards, plus benefits, in accordance with applicable plans and programs.
• Pay is based on job-related knowledge, skills, experience, and work location. Regular comparisons are conducted to drive ongoing pay equity across categories of ethnicity and gender.

Location

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