Overview
This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers. Responsibilities focus on managing complex business tax returns and supporting customers through virtual interactions.
Responsibilities
- Serve as a virtual, customer-facing tax advisor using video communications software to interact with customers.
- Assist customers using TurboTax Business products, including:
- Providing tax advice
- Full Service Business return preparation and signature
- Answering product/software inquiries
- Explaining tax calculations
- Filing tax extensions
- Create high-quality customer interactions using deep customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
- Use government websites, professional resources, and team expertise to find and deliver the right answers 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 toward meeting 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 of 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, including ability to interact professionally and confidently with customers through video and audio tools.
- 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.
Compensation & Benefits
The expected base pay range for this position is:
- 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 will be eligible for a cash bonus, equity rewards, and benefits, in accordance with applicable plans and programs. Pay offered is based on factors such as 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). Pay ranges vary by location as listed above.