Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using business tax preparation products. The position focuses on managing complex business tax returns and supporting customers through video communications.

Responsibilities

• Use video communications software to interact with customers in real time.
• Assist business 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 using customer empathy and extensive business tax preparation expertise, including 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 company policies to troubleshoot and resolve customer tax advice and tax return preparation questions.
• Document customer interactions.
• Work toward meeting company key performance metrics and 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 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.
• Proficient with technology, with 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.
• Must be able 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 security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (pay-for-performance approach; eligibility for additional rewards and benefits based on applicable plans and programs):
  • 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
• Pay offered is based on job-related knowledge, skills, experience, and work location.
• This role may be eligible for a cash bonus, equity rewards, and benefits.
• Regular comparisons across categories of ethnicity and gender are conducted to drive ongoing pay equity.

Location

United States (virtual role). Pay bands vary by location, including Bay Area, California; Southern California; Colorado; New York; and Washington.