Seasonal Business Tax Expert

Overview

This role involves providing expert guidance and tax preparation support to customers, including clear explanations of tax and technical terms. You will help customers complete their taxes using business-focused tax software and provide support for delegated tax returns.

Responsibilities

• Virtual, customer-facing support using video communications software to interact with customers.
• Assist business 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 and experiences that build confidence through deep customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to provide 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 organizational 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. 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, with solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• 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 work 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 organizational 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
• Eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Regular pay equity comparisons are conducted across categories of ethnicity and gender.

Location

This is a virtual role. The compensation ranges listed correspond to:

• Bay Area California
• Southern California
• Colorado
• New York
• Washington