Seasonal Business Tax Expert

Overview

This is a virtual, customer-facing role focused on helping customers complete their taxes by providing expert guidance, tax preparation support, and clear explanations of tax and technical terms.

In this position, you will manage complex business tax returns for Partnerships and S Corporations, applying strong knowledge of federal and state tax laws and regulations. Support will be delivered through video communications software.

Responsibilities

• Interact with customers virtually using video communications software.
• Assist customers working on tax returns or who have delegated tax return preparation with:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Explanations of tax calculations
  • Filing tax extensions
• Create high-quality customer interactions using 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 explain them in everyday language.
• Apply defined practices, procedures, and organizational policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work continuously toward meeting key performance metrics and business goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development 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

• 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 and 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.
• Must be able to commit to working 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 security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

The expected base pay range for this position is:

• 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 job-related knowledge, skills, experience, and work location. Regular comparisons are conducted to help drive pay equity across categories of ethnicity and gender.

Location

United States (virtual role). Base pay ranges vary by work location as listed above.