Overview
This is a virtual, customer-facing role focused on helping customers complete their taxes with expert guidance, tax preparation, and clear explanations of tax and technical terms. The work includes managing complex business tax returns and using defined tools and resources to troubleshoot customer questions.
Responsibilities
- Provide customer support in a virtual setting using video communications software to interact with customers.
- Assist business tax 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
- Deliver high-quality customer interactions that build confidence through customer empathy and deep expertise in business tax preparation and bookkeeping-to-tax accounting entries.
- Use government websites, professional resources, and team expertise to research and provide accurate answers in everyday language.
- Apply defined practices, procedures, and organizational policies to troubleshoot and resolve tax advice and tax return preparation issues.
- Document customer interactions.
- Continuously work toward meeting company key performance metrics and Big Bet 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.
- 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.
- 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 willing to obtain) a dedicated hardwired internet connection that meets organizational 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 offered is based on job-related knowledge, skills, experience, and 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
- Eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
- Pay equity is supported through regular comparisons across categories of ethnicity and gender.
Location
This role is available in:
- Bay Area California
- Southern California
- Colorado
- New York
- Washington