Seasonal Business Tax Expert

Overview

This role provides expert guidance and support to customers as they complete business tax returns. You will help customers understand tax calculations and technical terms, provide tax preparation support, and assist with product/software questions.

Responsibilities

• Serve as a virtual, customer-facing representative using video communications software (Smartlook).
• Help 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
• 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 organizational policies to troubleshoot and resolve customer tax questions and tax return preparation issues.
• 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 (but not limited to) compliance training, proficiency-based up-skilling, cross-training of other products/offerings, and professional development. Training requirements are subject to change based on business needs.

Requirements

• Strong business tax preparation experience and extensive knowledge of tax laws, evidenced by 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.
• Must possess an 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.
• 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, including solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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.
• 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 security criteria and a quiet location in which to work.
• Must reside in the United States.

Preferred Qualifications

• Bookkeeping experience with books to tax preparation.

Compensation & Benefits

• Expected base pay range (based on 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 offered is based on job-related knowledge, skills, experience, and work location. Regular comparisons are conducted to drive ongoing pay equity across categories of ethnicity and gender.

Location

United States (virtual role). Base pay ranges vary by location, including Bay Area California, Southern California, Colorado, New York, and Washington.