Overview
This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using business tax preparation products. Responsibilities include managing complex business tax returns for Partnerships and S Corporations and delivering a high-quality, customer-facing experience.
Responsibilities
- Provide virtual, customer-facing support using video communications software.
- Assist customers using business tax preparation products 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 deep customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
- Use government websites, professional resources, and team expertise to find and deliver correct answers using everyday language.
- Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
- Document customer interactions.
- Work toward meeting company key performance metrics and Big Bet Goals.
- Participate in pilot testing, projects, and experience validations as needed.
- Complete required training and development 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, including solid knowledge of computer operations and software.
- Strong customer service skills and ability to interact professionally and confidently with customers through video and audio tools.
- 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.
- 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 security criteria and a quiet location to work.
- Must reside in the United States.
Compensation & Benefits
- Expected base pay range (base pay offered 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
- This position will be 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
United States (virtual role). Salary ranges provided for: Bay Area California, Southern California, Colorado, New York, and Washington.