Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance for business tax preparation. Responsibilities include helping customers complete their taxes by offering tax advice, preparing business returns, and explaining tax and technical terms. The work supports customers using business tax products and includes participating in pilot testing, projects, and experience validations as needed.

Responsibilities

• Provide customer support in a virtual setting using video communications software.
• Assist business tax customers who are working on their 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 using deep customer empathy and subject-matter 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 clear, everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work toward key performance metrics and company goals.
• Complete all required training and development as determined by the business, including (but not limited to) compliance trainings, proficiency-based up-skilling, cross-training on 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.
• 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 in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills.
• Strong 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 able 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

• Expected base pay range (varies 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 offered is based on job-related knowledge, skills, experience, and work location.
• Regular comparisons are conducted across categories of ethnicity and gender to drive ongoing pay equity.

Location

United States (virtual role). Pay ranges are listed for the following areas: Bay Area California, Southern California, Colorado, New York, and Washington.