Seasonal Business Tax Expert

Overview

This role provides expert guidance to customers by assisting with tax preparation and explaining tax and technical terms. You will manage customer interactions and help ensure accurate, confident completion of business tax returns using business tax preparation products.

Responsibilities

• Work in a virtual, customer-facing role 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 for preparation.
• Provide:
  • Tax advice
  • Full Service Business return preparation and signature
  • Support for product/software inquiries
  • Explanations to help customers understand tax calculations
  • Support for filing tax extensions
• Create high-quality customer interactions using deep customer empathy and your 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 policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• 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 determined by the business, including (but not limited to) compliance training, proficiency-based up-skilling, 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.
• Active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficiency 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 in a professional, friendly, and confident manner.
• 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 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.

Compensation & Benefits

• This position includes a competitive compensation package with pay-for-performance rewards.
• 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
• Eligible 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 across categories of ethnicity and gender to drive pay equity.

Location

United States. Compensation ranges vary by location (Bay Area California, Southern California, Colorado, New York, Washington).