Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance for customers completing their business taxes. The position involves helping customers with tax preparation, explaining tax and technical terms, and supporting customers using state-of-the-art video communications tools.

Responsibilities

• Use video communications software to interact with customers and provide support throughout the tax preparation process.
• Help business customers who are:
  • Working on their tax returns, or
  • Have delegated their tax returns with the provider
• Support customers with:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions that build confidence using customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
• Leverage government websites, professional resources, and team expertise to find accurate answers and explain them in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work continuously toward meeting company key performance metrics and goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development determined by the business, including compliance trainings, proficiency-based upskilling, cross-training on other products or offerings, and professional development (training requirements are subject to change).

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, 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 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 role includes a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• 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
• Pay offered is based on job-related knowledge, skills, experience, and work location.

Location

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

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