Seasonal Business Tax Expert

Overview

This role involves providing expert guidance, tax preparation support, and clear explanations of tax and technical terms to customers. You will help customers complete their taxes using the company’s TurboTax Business products, and you may contribute to shaping new product offerings.

Responsibilities

• Provide customer support in a virtual, customer-facing role 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 that build confidence, 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 and deliver the right answer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• 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 all 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 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.
• 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.
• 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 and solid knowledge of computer operations and software.
• Strong customer service skills; 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 the company’s security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (location-based):
  • 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 will 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.
• Regular comparisons across categories of ethnicity and gender are conducted to support ongoing pay equity.

Location

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