Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance for customers as they complete their business tax returns. The work includes explaining tax and technical terms, supporting tax preparation through video-based customer interactions, and helping resolve tax and product questions.

Responsibilities

• Provide customer support for TurboTax Business customers working on their tax returns or who have delegated their tax returns, including:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions that build confidence through deep customer empathy and strong business tax preparation expertise, including translating between tax concepts and accounting entries.
• Use government websites, professional resources, and team expertise to research and deliver accurate answers using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work continuously to meet company key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business, including (but not limited to) 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.

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 experience (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.
• Proficiency with technology, including 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.
• 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 is strongly preferred.

Compensation & Benefits

• Expected base pay range (cash compensation) by work 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 and equity rewards, plus benefits, in accordance with applicable plans and programs.
• Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.
• Regular pay equity comparisons are conducted across categories of ethnicity and gender.

Location

• Must reside in the United States.
• Base pay ranges vary by location (Bay Area California, Southern California, Colorado, New York, Washington).