Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation, and explanations of tax and technical terms to customers. You will manage complex business tax returns for Partnerships and S Corporations and help customers complete their taxes through virtual, customer-facing support.

Responsibilities

• Serve as a virtual, customer-facing resource using video communications software to interact with customers.
• Help 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 that build confidence through customer empathy and extensive business tax preparation expertise (including books-to-tax accounting entries).
• Use government websites, professional resources, and team expertise to find and deliver accurate answers in everyday language.
• Apply defined practices, procedures, and organization policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work continuously toward meeting key performance metrics and organizational goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development determined by the business, including (but not limited to) compliance trainings, proficiency-based up-skilling, cross-training on other products or offerings, and professional development. Training requirements may change based on business needs.

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.
• 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 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.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must be able 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 the organization’s security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Competitive compensation package 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 factors such as job-related knowledge, skills, experience, and work location.
• The organization conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity.

Location

United States (role is virtual). Base pay ranges vary by location as listed above.