Overview
This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using business tax products. You will help manage complex business tax return work for customers and support them through the preparation process using video-based communication.
Responsibilities
- Serve as a virtual, customer-facing resource using video communications software.
- Assist 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 using customer empathy and deep expertise in business tax preparation and books-to-tax accounting entries.
- Use government websites, professional resources, and team expertise to research and deliver accurate answers in everyday language.
- Apply defined practices, procedures, and organization policies to troubleshoot and resolve customer tax advice and return preparation questions.
- Document customer interactions.
- Work toward meeting key performance metrics and company 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 on other products/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.
- 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.
- Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
- Must have 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.
- Strong critical thinking, problem solving, research skills, and determination.
- 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 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
- Eligibility 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 are conducted to drive ongoing pay equity across categories of ethnicity and gender.
Location
Must reside in the United States. Listed pay ranges correspond to:
- Bay Area California
- Southern California
- Colorado
- New York
- Washington