Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers. You’ll also help shape the direction of one of the organization’s newest product offerings.

Responsibilities

• Conduct virtual customer interactions using video communications software.
• Assist customers using business tax preparation software, including:
  • Providing tax advice
  • Preparing and signing Full Service Business returns
  • Answering product/software inquiries
  • Explaining tax calculations
  • Filing tax extensions
• Manage complex business tax returns for Partnerships and S Corporations.
• Create high-quality customer interactions using deep customer empathy and expertise in business tax preparation and bookkeeping-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to find and deliver correct answers using everyday language.
• Apply defined practices, procedures, and organization policies to troubleshoot and resolve customer tax questions and return-preparation needs.
• Document customer interactions.
• Work toward key performance metrics and company goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete required training and development as determined by the business (including compliance training, proficiency-based up-skilling, cross-training to other products or offerings, 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.
• Must possess 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; ability to interact with customers through video and audio tools professionally 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.
• 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
• Eligibility for a cash bonus and equity rewards, and benefits, in accordance with applicable plans and programs.
• Pay is based on job-related knowledge, skills, experience, and work location.
• Regular pay equity comparisons are conducted across categories of ethnicity and gender.

Location

United States (virtual role).