Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers. You will work in a virtual, customer-facing environment and help customers complete their taxes using business tax preparation software. Responsibilities include managing complex business tax return work for Partnerships and S Corporations and supporting customers with tax advice and product/software questions.

Responsibilities

• Serve as a virtual, customer-facing professional using video communications software to interact with customers.
• Assist business tax customers who are working on their tax returns or have delegated their tax returns with:
  • 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 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 the right answer using everyday language.
• Apply defined practices, procedures, and internal policies to troubleshoot and resolve customer tax advice and tax return preparation needs.
• Document customer interactions.
• Work continuously 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 as determined by the business, including (but not limited to) compliance training, proficiency-based upskilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change.

Qualifications

• 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 is 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 (as required).
• 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 professional, friendly, confident interaction through video and audio tools.
• 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 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 company security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• This position includes a competitive compensation package with pay for performance.
• 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
• Eligible for a cash bonus and equity rewards, and benefits, in accordance with applicable plans and programs.
• Pay offered is based on job-related knowledge, skills, experience, and work location.

Location

United States. Pay ranges are provided by region for: Bay Area (California), Southern California, Colorado, New York, and Washington.