Seasonal Business Tax Expert

Overview

This virtual, customer-facing role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers. Support is delivered through video communications and includes helping customers complete business tax returns and related tasks.

Responsibilities

• Provide customer support via video communications software (video/audio interaction).
• Assist customers who are working on tax returns or who 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 deep customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to find accurate answers and communicate them in everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work toward meeting key performance metrics and company 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 up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change.

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.
• Ability to obtain any related state licenses, certificates, permits, or bonds (as required).
• 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 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.
• 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 employer 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 offered is based on job-related knowledge, skills, experience, and work location.
• Regular comparisons are conducted across categories of ethnicity and gender to support pay equity.

Location

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