Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance, tax preparation, and explanations of tax and technical terms to customers. The work supports customers preparing business tax returns and using online tax products, including assisting with tax advice, return preparation, and software-related questions.

Responsibilities

• Interact with customers via video communications software in a virtual environment.
• Assist customers who are working on their tax returns or have delegated their tax returns with:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions and experiences 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 deliver correct answers using everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax advice and tax return preparation needs.
• Document customer interactions.
• Work toward company key performance metrics and Big Bet 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, 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 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 company security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (pay offered 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
• Eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay equity approach includes regular comparisons across categories of ethnicity and gender.

Location

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