Overview
This role supports customers by providing expert guidance, tax preparation, and clear explanations of tax and technical terms. You will work in a virtual, customer-facing environment and may help shape newer product offerings by providing feedback and validation during pilots.
Responsibilities
- Provide virtual, customer-facing support using video communications software.
- Help customers using tax preparation software with:
- Tax advice
- Full Service Business return preparation and signature
- Product/software inquiries
- Understanding tax calculations
- Filing tax extensions
- Deliver high-quality customer interactions that build confidence through empathy and expertise in business tax preparation and bookkeeping-to-tax accounting entries.
- Use government websites, professional resources, and team expertise to find accurate answers and explain them in everyday language.
- Apply defined practices, procedures, and organization policies to troubleshoot and resolve tax advice and return preparation issues.
- Document customer interactions.
- Work toward meeting key performance metrics and business goals.
- Participate in pilot testing, projects, and experience validations as needed.
- Complete required training and development determined by the business, including compliance training, proficiency-based up-skilling, cross-training, and professional development (training requirements may change).
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.
- Strong critical thinking, problem solving, research skills, and determination.
- Ability to work in a fast-paced environment with minimal supervision.
- Ability to commit during peak filing periods, including the March 15 and April 15 deadlines.
- Dedicated hardwired internet connection that meets organization security criteria, and a quiet location to work.
- Must reside in the United States.
Compensation & Benefits
- Expected base pay range (based on 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
- 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.
- Pay equity is supported through regular comparisons across categories of ethnicity and gender.
Location
United States (work location determines the applicable base pay range).