Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance, tax preparation support, and clear explanations of tax and technical terms to customers. The position also supports customers using business tax preparation products.

Responsibilities include managing complex business tax returns for Partnerships and S Corporations, with strong knowledge of federal and state tax rules for both business and individual tax returns.

Responsibilities

• Provide customer support in a virtual environment using video communications software.
• Assist business tax customers who are preparing their returns or who have delegated return preparation, including:
  • Tax advice
  • Full Service Business return preparation and signature
  • Software/product questions
  • Explaining tax calculations
  • Filing tax extensions
• Deliver high-quality customer interactions using deep customer empathy and expertise in business tax preparation and bookkeeping entries (books to tax accounting entries).
• Use government websites, professional resources, and internal team expertise to find and deliver accurate answers using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer questions related to tax advice and return preparation.
• Document customer interactions.
• Work toward meeting key performance metrics and business goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business, including compliance trainings, proficiency-based up-skilling, cross-training, and professional development (training requirements are subject to change).

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.
• Schedule C returns experience (sole proprietorships) is required.
• Business tax return preparation experience 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, with 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 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

The expected base pay range for this position is:

• 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 is 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 to support pay equity across categories of ethnicity and gender.

Location

United States (with base pay ranges listed for Bay Area California, Southern California, Colorado, New York, and Washington).