Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using business tax products. You will also help shape the direction of a new product offering through pilot testing and validation activities.

Responsibilities

• Use video communications software to interact with customers in a virtual setting.
• Assist customers using business tax products, including customers who are:
  • Working on their own tax returns, or
  • Have delegated their tax return preparation.
• Provide support with:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Deliver high-quality customer interactions using deep customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
• Research and provide accurate answers using government websites, professional resources, and team expertise, using everyday language.
• Troubleshoot and resolve customer tax questions and return-preparation issues by applying defined practices, procedures, and applicable policies.
• Document customer interactions.
• Work toward meeting company key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete required training and development as determined by the business, including compliance training and proficiency-based upskilling. Training requirements are subject to change.

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.
• 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; solid knowledge of computer operations and software.
• Strong customer service skills and the ability to interact professionally and confidently through video and audio tools.
• Excellent verbal and written communication skills.
• Strong critical thinking, problem solving, and research skills.
• 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 the employer’s security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (pay for performance rewards approach):
  • 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
• Eligible for 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.

Location

United States. The listed base pay ranges vary by work location: Bay Area California, Southern California, Colorado, New York, and Washington.