Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using business tax preparation products. Work focuses on managing complex business tax returns for Partnerships and S Corporations, while supporting customers through virtual, video-based interactions.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Assist customers using business tax 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 using customer empathy and deep expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to find and provide accurate answers in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation.
• Document customer interactions.
• Work continuously toward meeting company key performance metrics and goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development determined by the business (including compliance trainings, proficiency-based up-skilling, cross-training, 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.
• 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, including solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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 be able 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 company security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• This position is 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.
• 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

Location

Must reside in the United States. Expected base pay ranges vary by work location:

• Bay Area California
• Southern California
• Colorado
• New York
• Washington