SMB Full Service Xpert

Overview

This is a remote, seasonal SMB Full Service Xpert role supporting small and medium-sized business clients with the accurate preparation and e-filing of S Corporation (Form 1120-2) and Partnership (Form 1065) tax returns.

Responsibilities

• Prepare, sign, and e-file federal and state business income tax returns, including Forms 1120-S, 1065, and related schedules.
• Conduct structured client interviews to gather relevant financial information and documentation.
• Manage digital documentation workflows, including requesting, uploading, organizing, and securely storing business tax documents.
• Coordinate return progress and provide status updates using secure communication tools.
• Review returns with clients, address questions, and obtain necessary authorizations (e.g., Form 8879 or state equivalents) for e-filing.
• Perform tax research on complex issues using reliable federal and state resources.
• Apply appropriate business tax strategies while ensuring accuracy and compliance with current tax laws and regulations.
• Maintain confidentiality and ensure the security of all sensitive client data.
• Use company-provided software and tools to interact with clients and manage workflow efficiently.
• Follow all applicable federal and state regulatory requirements, including those under IRS Circular 230.
• May be cross-trained on other product lines/queues as needed.
• Additional job duties as needed.

Requirements

• 3+ years of hands-on experience preparing Forms 1120-S and 1065 for small or mid-sized businesses.
• Deep understanding of partnership taxation, S Corp rules, and multi-state filing requirements.
• Experience with e-filing and digital client management.
• Active, unrestricted Enrolled Agent (EA) or CPA credential.
• Active PTIN (Preparer Tax Identification Number).
• Ability to research federal and state business tax issues accurately.
• Proficiency with TaxAct Pro software and digital communication platforms.
• Access to a private, secure work environment and a hardwired, high-speed internet connection.
• Must meet any state-specific licensing, certification, or bonding requirements.
• Must have (or be willing to obtain) a private, dedicated hardwired internet connection.

Preferred Qualifications

• Familiarity with multi-state business filings.
• Experience with Schedule K-1 preparation and reconciliation.
• Prior use of TaxAct platforms.

Compensation & Benefits

Not specified in the provided description.

Location

Remote (seasonal role).