Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers. You will support business customers with tax return preparation and troubleshooting, and help create high-quality customer interactions through video-based communication.

Responsibilities

• Provide customer support in a virtual, customer-facing role using video communications software.
• Help customers using business tax preparation products, including:
  • Tax advice
  • Full Service Business return preparation and signature
  • Support for product/software inquiries
  • Helping customers understand tax calculations
  • Filing tax extensions
• Create high-quality customer interactions that build confidence using customer empathy and subject-matter expertise in business tax preparation and books-to-tax accounting entries.
• Research answers using government websites, professional resources, and team expertise; communicate solutions in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and tax return preparation needs.
• Document customer interactions.
• Work toward key performance metrics and organizational goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development determined by the business, including compliance trainings, proficiency-based up-skilling, cross-training, 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.
• Experience preparing Schedule C returns (sole proprietorships) is required.
• Experience preparing Business Tax returns 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, 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.
• 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 company security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Competitive compensation with a pay-for-performance rewards approach.
• 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
• This position may be 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 across categories of ethnicity and gender are conducted to drive pay equity.

Location

• Must reside in the United States.
• Base pay ranges vary by work location: Bay Area (California), Southern California, Colorado, New York, and Washington.