Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers. You’ll work in a virtual, customer-facing capacity and may help shape one of the organization’s newer product offerings while supporting customers who are completing their business taxes.

Responsibilities

• Work as a virtual, customer-facing advisor using video communications software (Smartlook) to interact with customers.
• Assist customers using TurboTax Business products, including:
  • Providing tax advice
  • Completing Full Service Business return preparation and signature
  • Answering product/software inquiries
  • Helping customers understand tax calculations
  • Filing tax extensions
• Create high-quality customer interactions and experiences using customer empathy and subject-matter expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to research and deliver accurate answers using 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 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 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.
• Schedule C returns (sole proprietorships) experience 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, 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 organization security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (base pay offered depends on job-related knowledge, skills, experience, and work location).
• Cash bonus, equity rewards, and benefits eligibility may apply in accordance with applicable plans and programs.

Expected base pay range by 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

Pay equity is supported through regular comparisons across categories of ethnicity and gender.

Location

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