Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance, tax preparation support, and clear explanations of tax and technical terms to customers. Work also involves helping customers complete their taxes using TurboTax Business products.

Responsibilities include managing complex business tax returns for Partnerships and S Corporations, applying federal and state tax law knowledge, and delivering confident customer support through video communications.

Responsibilities

• Provide virtual, customer-facing assistance using video communications software.
• Help TurboTax Business customers who are:
  • Working on their tax returns, or
  • Have delegated their tax returns
• Support customers 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 using empathy and business tax preparation expertise.
• Use government websites, professional resources, and internal team expertise to find accurate answers and communicate them in everyday language.
• Apply defined practices, procedures, and organizational policies to troubleshoot and resolve customer tax questions and tax return preparation needs.
• Document customer interactions.
• Work 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, including compliance trainings, proficiency-based upskilling, cross-training, 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.
• Schedule C experience 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 have 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, including professional and confident communication through video and audio tools.
• 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 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 the organization’s security criteria and a quiet location to work.
• Must reside in the United States.

Preferred Qualifications

• Bookkeeping experience with books-to-tax preparation.

Compensation & Benefits

• This position offers pay for performance.
• Expected base pay range:
  • 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
• Eligibility 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.

Location

United States (virtual role). Bay Area California, Southern California, Colorado, New York, and Washington are included in the stated pay ranges.