Overview
This role supports customers by providing expert guidance, tax preparation, and clear explanations of tax and technical terms. You’ll work in a virtual, customer-facing capacity and help customers complete their taxes using business-focused tax software.
This position involves managing complex business tax returns for Partnerships and S Corporations.
Responsibilities
- Provide customer support in a virtual environment using video communications software.
- Help business tax 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 using deep customer empathy and expertise in business tax preparation and bookkeeping-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 company policies to troubleshoot and resolve customer tax advice and tax return preparation.
- 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 all required training and development as determined by the business, including (but not limited to) compliance training, proficiency-based up-skilling, cross-training, 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 experience (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, including solid knowledge of computer operations and software.
- Strong customer service skills, including the ability to interact with customers through video and audio tools professionally, friendly, and confidently.
- 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 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 the organization’s security criteria and a quiet location to work.
- Must reside in the United States.
Preferred Qualifications
- Bookkeeping experience with books-to-tax preparation is strongly preferred.
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
- Eligible for cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
- The organization conducts regular comparisons across categories of ethnicity and gender to help drive pay equity.
Location
- United States (virtual role). Pay ranges listed for:
- Bay Area California
- Southern California
- Colorado
- New York
- Washington