Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance to customers as they complete their business taxes. Responsibilities include advising on tax topics, preparing business return work, and explaining tax and technical terms in everyday language. The position also involves supporting customers who use business tax preparation products.

Responsibilities

• Provide customer support through video communications software by helping customers working on their tax returns or customers who delegated their tax returns.
• Assist with:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions by applying deep customer empathy and extensive expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites and professional resources (along with team expertise) to find 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 issues.
• Document customer interactions.
• Work continuously toward meeting key performance metrics and business goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as 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.
• 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 required security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Competitive compensation with a pay-for-performance rewards approach.
• 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
• This position may be 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 across categories of ethnicity and gender are conducted to drive pay equity.

Location

United States (virtual role). Expected base pay ranges vary by location: Bay Area California, Southern California, Colorado, New York, and Washington.