Seasonal Business Tax Expert

Overview

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

You will manage complex business tax returns for Partnerships and S Corporations and help customers complete their taxes through a virtual, customer-facing experience.

Responsibilities

• Serve as a virtual, customer-facing resource using video communications software to interact with customers.
• Assist TurboTax Business 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
• Deliver high-quality customer interactions using empathy and extensive business tax preparation expertise.
• Use government websites, professional resources, and team expertise to research and provide accurate answers in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation needs.
• Document customer interactions.
• Work toward meeting key performance metrics and organizational goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development determined by the business, including compliance trainings, 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).
• Experience preparing Business Tax returns for service industry customers.
• 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.
• Proficient with technology, including solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers professionally through video and audio tools.
• 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:
  • 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
• Eligibility for cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay is based on job-related knowledge, skills, experience, and work location. Regular comparisons are conducted to support pay equity across categories of ethnicity and gender.

Location

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