Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance to help customers complete their business taxes. Responsibilities include offering tax preparation support, explaining tax and technical terms in everyday language, and assisting customers with their tax returns using video communications tools.

Responsibilities

• Interact with customers remotely using video communications software (Smartlook).
• Assist TurboTax Business customers who are:
  • Working on their tax returns
  • Delegating their tax returns for preparation
• Provide:
  • Tax advice
  • Full Service Business return preparation and signature
  • Support for product/software inquiries
  • Explanations of tax calculations
  • Help filing tax extensions
• Create high-quality customer interactions by applying deep customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
• Research and deliver accurate answers using government websites, professional resources, and team expertise.
• Follow defined practices, procedures, and company policies to troubleshoot and resolve tax advice and tax return preparation needs.
• 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 required training and development, including compliance trainings, 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.
• Experience preparing Schedule C returns (sole proprietorships) is required.
• Experience preparing Business Tax returns for service industry customers is required.
• 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, with solid knowledge of computer operations and software.
• Strong customer service skills; 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, and research skills.
• 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 the employer’s security criteria and a quiet location to work.
• Must reside in the United States.

Preferred Qualifications

• Bookkeeping experience with books-to-tax preparation.

Compensation & Benefits

• Expected base pay range (pay offered is based 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 cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay equity: regular comparisons across categories of ethnicity and gender.

Location

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