Seasonal Business Tax Expert

Overview

This role provides expert guidance to customers on business tax preparation, including explanations of tax concepts and technical terms. You will be a virtual, customer-facing resource and help customers complete their taxes using business tax preparation products.

Responsibilities

• Serve as a virtual, customer-facing advisor using video communications software to interact with customers.
• Assist customers using business tax products, including:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions that build confidence through customer empathy and deep expertise in business tax preparation and books-to-tax accounting entry concepts.
• Use government websites, professional resources, and team expertise to research and deliver accurate answers in everyday language.
• Apply defined practices, procedures, and organizational policies to troubleshoot and resolve customer tax advice and tax return preparation needs.
• Document customer interactions.
• Work toward meeting key performance metrics and company goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business, including (but not limited to) compliance training, proficiency-based up-skilling, cross-training on other products or offerings, and professional development. Training requirements are subject to 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.
• Ability 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, with the ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• 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.
• Commitment to work during peak filing periods, including the March 15 and April 15 deadlines.
• Dedicated hardwired internet connection that meets 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

• Eligible for cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• 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
• Pay offered is based on job-related knowledge, skills, experience, and work location.

Location

United States (includes the following expected base pay ranges by location: Bay Area California, Southern California, Colorado, New York, Washington).