Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance on tax preparation using business tax products. Responsibilities include supporting customers with tax advice, full-service business return preparation and signature, and explaining tax calculations and technical terms.

The work also involves managing complex business tax returns for Partnerships and S Corporations, with a strong focus on federal and state tax law research and accurate customer interactions.

Responsibilities

• Provide virtual, customer-facing support using video communications software to interact with customers.
• Assist customers who are working on their tax returns or have delegated their tax returns, including help with:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Deliver high-quality customer interactions by 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 research and deliver accurate answers in everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work toward meeting company key performance metrics and business goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete all required training and development as determined by the business, including compliance trainings, proficiency-based up-skilling, cross-training on other products or offerings, and professional development (training requirements may change based on business needs).

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 have 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, with the ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• 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.
• 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 company security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (pay is based on job-related knowledge, skills, experience, and 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, along with benefits, in accordance with applicable plans and programs.

Location

United States (virtual role). Pay ranges are listed for:

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