Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using the organization’s tax products.

The position supports complex business tax return preparation—primarily for Partnerships and S Corporations—and offers opportunities to contribute to newer product offerings. This is a virtual, customer-facing role.

Responsibilities

• Work as a virtual, customer-facing resource using video communications software to interact with customers.
• Assist customers using the tax products for:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions that instill confidence through customer empathy and deep expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and internal team expertise to research and deliver accurate answers in everyday language.
• Apply defined practices, procedures, and organizational policies to troubleshoot and resolve customer tax advice and tax return preparation needs.
• Document customer interactions.
• Continuously work toward key performance metrics and “Big Bet Goals.”
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development, including (but not limited to) 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.
• Ability to possess or obtain any related state licenses, certificates, permits, or bonds.
• 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; ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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.
• Ability to commit to working during peak filing periods, including the March 15 and April 15 deadlines.
• Dedicated hardwired internet connection that meets the organization’s security criteria, and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range for this position:
  • 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 across categories of ethnicity and gender are conducted to drive pay equity.

Location

United States (virtual role). Pay ranges listed for Bay Area California, Southern California, Colorado, New York, and Washington.