Overview
This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using the organization’s tax preparation products. You will help customers complete their taxes and may contribute to the direction of one of the organization’s newer product offerings.
Responsibilities
- Serve as a virtual, customer-facing resource using video communications software to interact with customers.
- Assist customers using business tax products, including customers working on their tax 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 that build confidence through customer empathy and deep business tax preparation expertise, including 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 organization policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
- Document customer interactions.
- Work toward meeting key performance metrics and goals.
- Participate in pilot testing, projects, and experience validations as needed.
- Complete all required training and development as determined by the business, including compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development (training requirements may change based on business needs).
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) preparation experience is required.
- Business tax return preparation experience 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; 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.
- Strong 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.
- Must have (or be willing to obtain) a dedicated hardwired internet connection that meets organization security criteria and a quiet location to work.
- Must reside in the United States.
Compensation & Benefits
The expected base pay range for this position is:
- 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. Pay offered is based on job-related knowledge, skills, experience, and work location. The organization conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity.
Location
United States (pay ranges listed for Bay Area California, Southern California, Colorado, New York, and Washington).