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 software products for business returns.

You will work toward helping customers advance their tax filing goals, including managing business tax return preparation for Partnerships and S Corporations. The position is virtual and customer-facing, using video communications software.

Responsibilities

• Provide virtual, customer-facing support using video communications software to assist customers with their tax returns.
• Help business customers who are:
  • Working on their tax returns, or
  • Have delegated their tax return preparation.
• Address customer needs including:
  • 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 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 accurate answers in everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work continuously toward meeting 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 compliance trainings, proficiency-based up-skilling, cross-training on 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.
• 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, including the ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• 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.
• 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 (by 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 may be eligible for a 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 across categories of ethnicity and gender to support pay equity.

Location

United States (virtual role).
Work location determines the base pay range as listed above (Bay Area California, Southern California, Colorado, New York, Washington).