Seasonal Business Tax Expert

Overview

This role provides expert guidance and support to customers completing their taxes using business tax preparation products. Responsibilities include advising customers on tax matters, preparing and signing business returns, explaining tax and technical terms in everyday language, and helping customers understand calculations and filing requirements. You may also support pilot testing, projects, and experience validations as needed.

Responsibilities

• Serve as a virtual, customer-facing advisor using video communications software to interact with customers.
• Assist tax customers who are working on their 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
• Create high-quality customer interactions that build confidence using 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 questions.
• Document customer interactions.
• Work toward meeting key performance metrics and company goals.
• Complete required training and development determined by the business, including (but not limited to) compliance trainings, proficiency-based upskilling, cross-training, and professional development. Training requirements are subject to change.
• Participate in pilot testing, projects, and experience validations as needed.

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.
• Schedule C returns (sole proprietorships) experience 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 an 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 through video and audio tools professionally, friendly, and confidently.
• Excellent verbal and written communication skills.
• Strong critical thinking, problem-solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must be able 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 company security criteria and a quiet location to work.
• Must reside in the United States.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.

Compensation & Benefits

• Expected base pay range (pay offered depends 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
• Eligibility for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Regular pay equity comparisons across categories of ethnicity and gender.

Location

United States (with listed pay ranges for Bay Area California, Southern California, Colorado, New York, and Washington).