Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation, and explanations of tax and technical terms to customers. The work is customer-facing and virtual, supporting customers as they prepare their taxes and helping with business returns for Partnerships and S Corporations.

Responsibilities

• Provide customer support in a virtual, customer-facing role using video communications software.
• Assist customers using a business tax preparation product 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 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 organization policies to troubleshoot and resolve customer tax advice and tax return preparation.
• Document customer interactions.
• Work toward key performance metrics and business goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete all required training and development, including (but not limited to) compliance training, proficiency-based upskilling, cross-training of other products or offerings, 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.
• Ability 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 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.
• Dedicated hardwired internet connection that meets organization security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

This position includes a competitive compensation package with pay-for-performance rewards. The expected base pay range 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

The role may also 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.

Location

Must reside in the United States.

Pay ranges are listed for Bay Area, California; Southern California; Colorado; New York; and Washington.