Seasonal Business Tax Expert

Overview

This role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers using business tax preparation products. You will manage complex business tax returns for Partnerships and S Corporations while supporting customers through a virtual, customer-facing experience.

Responsibilities

• Perform customer-facing support in a virtual environment using video communications software.
• Assist business tax customers who are working on their 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 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 accurate answers using everyday language.
• Apply defined practices, procedures, and organization policies to troubleshoot and resolve customer tax advice and tax return preparation.
• Document customer interactions.
• Work toward meeting key performance metrics and company goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development determined by the business, including compliance training, proficiency-based upskilling, cross-training, and professional development (training requirements may 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.
• 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; solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers through video and audio tools professionally 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 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 may be eligible for a cash bonus, equity rewards, and benefits according to applicable plans.
• 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

United States (virtual role). Pay ranges are listed by work location: Bay Area California, Southern California, Colorado, New York, and Washington.