Seasonal Business Tax Expert

Overview

This role provides expert guidance and support to customers completing their taxes using business tax preparation products. You will help explain tax and technical terms, support customers as they prepare returns, and deliver accurate, clear answers using everyday language.

The position manages complex business tax returns for Partnerships and S Corporations and is customer-facing in a virtual environment using video communications software.

Responsibilities

• Serve as a virtual, customer-facing tax advisor using video communications software (Smartlook) to interact with customers.
• Assist customers using business tax products, including customers who are working on their tax 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 and experiences that instill confidence using deep customer empathy and extensive business tax preparation knowledge.
• Use government websites, professional resources, and team expertise to research and deliver the right answer to customers.
• Apply defined practices, procedures, and organization policies to troubleshoot and resolve customer tax questions and tax return preparation issues.
• Document customer interactions.
• Work toward meeting 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 up-skilling, cross-training on 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, with solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact professionally via video and audio tools.
• 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 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 company security criteria and a quiet location to work.
• Must reside in the United States.

Preferred Qualifications

• Bookkeeping experience with books to tax preparation.

Compensation & Benefits

• Expected base pay range (pay varies by work 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 offered is based on job-related knowledge, skills, experience, and work location.

Location

United States (must reside in the United States). Work location determines the applicable base pay range, including Bay Area California, Southern California, Colorado, New York, and Washington.