Overview
This role provides expert guidance to customers by supporting tax preparation for business clients and explaining tax and technical terms. You will manage complex business tax return work for Partnerships and S Corporations while delivering a high-quality customer experience in a virtual, customer-facing setting.
Responsibilities
- Work in a virtual, customer-facing role using video communications software to interact with customers.
- Help business tax customers who are working on their tax returns or have delegated their tax returns with:
- Tax advice
- Full Service Business return preparation and signature
- Product/software inquiries
- Understanding tax calculations
- Filing tax extensions
- Create high-quality customer interactions using deep customer empathy and extensive expertise in business tax preparation and books-to-tax accounting entries.
- Use government websites, professional resources, and team expertise to find and deliver the right answers using everyday language.
- Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation.
- Document customer interactions.
- Work continuously 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 trainings, proficiency-based upskilling, 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; solid knowledge of computer operations and software.
- Strong customer service skills with the ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
- 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 (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
- This position may be 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.
Location
United States. Pay ranges are listed by the following areas: Bay Area California, Southern California, Colorado, New York, and Washington.