Seasonal Business Tax Expert

Overview

This role supports customers by providing expert guidance for tax preparation and clear explanations of tax concepts and technical terms. Work is virtual and customer-facing, leveraging video communications to help customers complete their taxes and understand their tax calculations.

Responsibilities

• Serve as a virtual, customer-facing expert using video communications software to interact with customers.
• Assist 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 and experiences that build confidence through customer empathy and deep knowledge of 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 policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• 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 as determined by the business, including compliance trainings, proficiency-based upskilling, cross-training of other products or offerings, and professional development (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.
• Schedule C experience (sole proprietorships) 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, including solid knowledge of computer operations and software.
• Strong customer service skills, with the ability to interact with customers through video and audio tools professionally, confidently, and friendly.
• 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.
• Ability to commit to 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 company’s security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range by 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 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.
• Regular comparisons are conducted to support ongoing pay equity across categories of ethnicity and gender.

Location

United States (remote/virtual). Pay ranges listed for: Bay Area California, Southern California, Colorado, New York, and Washington.