Overview
This role provides expert guidance to customers through business tax preparation support, including explaining tax and technical terms and helping customers complete their taxes using tax preparation products.
Responsibilities include managing complex business tax returns for Partnerships and S Corporations, with strong knowledge of federal and state tax laws and regulations. This is a virtual, customer-facing position using video communications software.
Responsibilities
- Serve as a virtual, customer-facing resource using video communications software to interact with customers.
- Help customers using TurboTax Business products who are working on their tax returns or have delegated their tax returns, including:
- Tax advice
- Full-service business return preparation and signature
- Product/software inquiries
- Explaining tax calculations
- Filing tax extensions
- Create high-quality customer interactions and experiences that instill confidence using customer empathy, business tax preparation expertise, and knowledge of bookkeeping-to-tax accounting entries.
- Use government websites, professional resources, and team expertise to research and deliver accurate answers using 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 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 trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.
Requirements
- 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.
- Experience preparing Schedule C returns (sole proprietorships) is required.
- Experience preparing business tax returns 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.
- Active Preparer Tax Identification Number (PTIN).
- Working knowledge of Circular 230.
- Proficient with technology; 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 company security criteria and a quiet location in which to work.
- Must reside in the United States.
Compensation & Benefits
- Expected base pay range (pay for performance rewards approach):
- 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 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).