Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance to customers as they prepare their taxes. Responsibilities include advising on tax topics, preparing business returns, and clearly explaining tax and technical terms. You will also support customers using video communications software.

Responsibilities

• Interact with customers via state-of-the-art video communications software.
• Assist customers using TurboTax Business products, including customers working on their own tax returns or who have delegated their tax returns.
• Provide tax advice.
• Prepare and sign Full Service Business returns.
• Answer product/software inquiries.
• Help customers understand tax calculations.
• Support customers with filing tax extensions.
• Deliver 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 research and provide correct answers using everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve tax advice and tax return preparation questions.
• Document customer interactions.
• Work continuously toward meeting company key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete required training and development, including compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to 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.
• 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.
• Active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficient with technology, with solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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.
• 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 security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• This role is eligible for 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 is based on job-related knowledge, skills, experience, and work location. Regular comparisons across categories of ethnicity and gender are conducted to support pay equity.

Location

United States. Compensation varies by work location, including Bay Area California, Southern California, Colorado, New York, and Washington.