Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers. You will manage complex business tax return work for Partnerships and S Corporations while also supporting customers through a virtual, video-based experience.

This is a virtual, customer-facing position that uses video communications software to interact with customers.

Responsibilities

• Provide tax advice and support customers who are working on their tax returns or have delegated their tax returns.
• Assist with full-service business return preparation and signature.
• Answer product/software questions related to tax preparation.
• Help customers understand tax calculations.
• File tax extensions.
• Create high-quality customer interactions that build confidence using deep customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to research and provide correct answers in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax questions 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 all 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 may change based on business needs).

Qualifications

• 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 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, 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 company’s security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Competitive compensation package with pay-for-performance rewards.
• Expected base pay range:
  • 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
• This position will be eligible 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.

Location

United States (virtual role). Pay ranges listed above apply to the following regions: Bay Area California, Southern California, Colorado, New York, and Washington.