Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation support, and clear explanations of tax and technical terms to customers using business tax products.

You will help manage complex business tax returns for Partnerships and S Corporations and support customers through virtual, video-based interactions.

Responsibilities

• Serve as a virtual, customer-facing resource using video communications software to interact with customers.
• Assist customers using business tax products who are:
  • Working on their tax returns
  • Delegating their tax returns for full service support
• Provide:
  • Tax advice
  • Full Service Business return preparation and signature
  • Help with product/software inquiries
  • Explanations of tax calculations
  • Support for filing tax extensions
• Create high-quality customer interactions using deep customer empathy and your expertise in business tax preparation and bookkeeping-to-tax accounting entries.
• Use government websites, professional resources, and internal team expertise to find and deliver accurate answers in everyday language.
• Apply defined practices, procedures, and internal policies to troubleshoot and resolve customer tax advice and tax return preparation needs.
• 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 (but not limited to) compliance training, 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.
• Active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficiency with technology, including solid knowledge of computer operations and software.
• Strong customer service skills, with 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 work 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.

Preferred Qualifications

• Bookkeeping experience with books to tax preparation.

Compensation & Benefits

• Expected base pay range (pay for performance rewards approach):
  • 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 may be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay offered is based on job-related knowledge, skills, experience, and work location.

Location

United States (role available in Bay Area California, Southern California, Colorado, New York, and Washington).