Seasonal Business Tax Expert

Overview

This role supports customers by providing expert guidance, tax preparation, and clear explanations of tax and technical terms. You will manage complex business tax work while serving customers through a virtual, video-based experience.

Responsibilities

• Serve as a virtual, customer-facing advisor 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
  • Help understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions that build confidence using customer empathy and in-depth knowledge of business tax preparation and bookkeeping-to-tax accounting entry processes.
• Use government websites, professional resources, and team expertise to find and deliver accurate answers in clear, everyday language.
• Apply defined practices, procedures, and organization policies to troubleshoot and resolve customer tax advice and tax return preparation needs.
• Document customer interactions.
• Work toward meeting 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 (but not limited to) compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

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.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must have an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficient with technology; 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, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must be able 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 the organization’s security criteria and a quiet location to work.
• Must reside in the United States.

Preferred Qualifications

• Bookkeeping experience with books to tax preparation.

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, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay is based on job-related knowledge, skills, experience, and work location. Regular comparisons are conducted across categories of ethnicity and gender to support pay equity.

Location

• United States (virtual role)
• Pay ranges listed for Bay Area California, Southern California, Colorado, New York, and Washington.