SMB Xpert

Overview

This seasonal remote position involves supporting customers using a digital tax filing platform focused on business tax returns, specifically Forms 1065 and 1120-S. The role requires tax expertise and strong communication skills to help customers confidently file their federal and state tax returns by providing expert guidance, reviewing tax calculations, and answering questions within the online software.

Responsibilities

• Explain tax rules and filing requirements in clear, everyday language tailored to each customer's situation.
• Apply established practices, procedures, and policies to troubleshoot and resolve tax-related inquiries.
• Adhere to Circular 230, Internal Revenue Code, Treasury Regulations, and applicable state and local tax laws.
• Provide phone and written support for tax preparation products, ensuring a positive customer experience.
• Use professional judgment to identify issues beyond the scope of expertise.
• Conduct tax research using reliable sources to ensure accurate information.
• Identify correct data entry points for various tax forms and documents.
• Utilize provided applications and equipment to interact with customers.
• Maintain a distraction-free work environment.
• Occasionally serve as a subject matter expert to assist other agents or customers.
• May be cross-trained to support other product lines as needed.
• Perform additional duties as assigned.

Requirements

• Minimum 3 years preparing federal and state business tax returns (Forms 1065 and/or 1120-S) for at least 20 entities annually; 30 or more preferred.
• Experience preparing business returns for service industry entities preferred.
• Experience transitioning accounting records to tax returns.
• Active, unrestricted Enrolled Agent (EA) or Certified Public Accountant (CPA) credential required.
• Active Preparer Tax Identification Number (PTIN) required.
• Call center support experience is a plus.
• Proficient with technology, including computer operations and online tax software.
• Proven ability to conduct tax research using trustworthy sources.
• Demonstrated expertise in individual income tax return preparation.
• Strong customer service skills with professional, friendly, and reassuring communication via video and audio tools.
• Exceptional verbal and written communication skills.
• Audit experience with IRS or state tax authorities is a plus.
• Prior experience preparing returns using the tax software platform is a plus.
• Ability to work independently in a fast-paced environment.
• Strong critical thinking, problem-solving, and research skills.
• Bilingual English/Spanish communication skills (written and spoken) are a plus.
• Must have or be willing to obtain a private, dedicated hardwired internet connection.

Compensation & Benefits

Details regarding compensation and benefits are not provided in this description.

Location

This is a fully remote, seasonal position requiring a distraction-free workspace and a dedicated hardwired internet connection.