Seasonal Business Tax Expert

Overview

This is a virtual, customer-facing role providing expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using TurboTax Business products. You will manage complex business tax returns for Partnerships and S Corporations and communicate with customers through video.

Responsibilities

• Use video communications software to interact with customers who are working on their tax returns or who have delegated their tax returns, providing:
  • Tax advice
  • Full Service Business return preparation and signature
  • Assistance with product/software inquiries
  • Explanations of tax calculations
  • Support with 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 find and deliver the right answer using everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax questions 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 all required training and development determined by the business, including compliance training, proficiency-based upskilling, cross-training of other products/offerings, and professional development (training requirements are subject to change).

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.
• Working knowledge of Circular 230.
• Proficient 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 professionally, friendly, and confidently.
• Excellent verbal and written communication skills.
• Strong critical thinking, problem-solving, research, and determination skills.
• 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.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.

Compensation & Benefits

• Expected base pay range (pay-for-performance and additional rewards may apply):
  • 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. The employer conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity.

Location

United States (virtual role). Expected base pay ranges vary by location:

• Bay Area California
• Southern California
• Colorado
• New York
• Washington