Overview
This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using business tax preparation products. You will also help manage and support customer-facing tax preparation for Partnerships and S Corporations.
Responsibilities
- Serve as a virtual, customer-facing professional using video communications software to interact with customers.
- Assist business tax customers working on their 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 and experiences using customer empathy and extensive business tax preparation expertise.
- Use government websites, professional resources, and team expertise to find and deliver the right answers using everyday language.
- Apply defined practices, procedures, and internal policies to troubleshoot and resolve customer questions related to tax advice and return preparation.
- Document customer interactions.
- Work toward meeting company key performance metrics and business 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 trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.
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.
- 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 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.
- Must be able to 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 in which to work.
- Must reside in the United States.
Compensation & Benefits
The expected base pay range for this position is:
- 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 may 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. Regular comparisons are conducted across categories of ethnicity and gender to support pay equity.
Location
United States (virtual role).