Seasonal Business Tax Expert

Overview

This role provides expert guidance to customers as they complete their business taxes. Responsibilities include helping customers understand tax and technical terms, providing clear explanations of tax calculations, and supporting end-to-end return preparation.

You will be customer-facing and virtual, using video communications to interact with customers.

Responsibilities

• Serve as a virtual, customer-facing tax professional using video communications software to interact with customers.
• Help 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 using empathy and deep business tax preparation expertise.
• Use government websites, professional resources, and team expertise to find and deliver correct answers using everyday language.
• Apply defined practices, procedures, and organization policies to troubleshoot and resolve customer tax advice and return preparation questions.
• 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 all required training and development as determined by the business, including 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

• Strong business tax preparation experience and extensive knowledge of tax laws, evidenced by:
  • 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 returns (sole proprietorships) experience 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 and solid knowledge of computer operations and software.
• Strong customer service skills with the ability to interact professionally and confidently 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.
• Dedicated hardwired internet connection that meets organization security criteria and a quiet work location.
• Must reside in the United States.

Preferred Qualifications

• Bookkeeping experience with books-to-tax preparation is strongly preferred.

Compensation & Benefits

Expected base pay range for this position:

• 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. Regular pay equity comparisons across categories of ethnicity and gender are conducted.

Location

Must reside in the United States. Pay ranges are provided for Bay Area California, Southern California, Colorado, New York, and Washington.