Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance to customers as they complete their taxes. You will use business tax preparation expertise to help clients understand tax concepts and calculations and to prepare and file complex business returns.

Responsibilities

• Work with customers using video communications software to provide support throughout the tax preparation process.
• Assist customers (including those actively working on their returns or who 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 using empathy and deep knowledge of business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to find and deliver correct answers in everyday language.
• Apply defined practices, procedures, and organization policies to troubleshoot and resolve customer tax questions and return preparation issues.
• Document customer interactions.
• Continuously work 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 as determined by the business, including (but not limited to) compliance trainings, proficiency-based up-skilling, cross-training of other products or 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.
• 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 and the ability to interact with customers through video and audio tools professionally, with friendliness and confidence.
• 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 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 the organization’s 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 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
• This position will be eligible for a cash bonus, equity rewards, and benefits, in accordance with applicable plans and programs.
• Regular comparisons across categories of ethnicity and gender are conducted to support ongoing pay equity.

Location

United States (virtual role). Bay Area California, Southern California, Colorado, New York, or Washington.