Business Tax Expert (TurboTax)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Location: Brooklyn, New York; onsite at a TurboTax retail or flagship location in the United States. Must reside within the United States.
Salary: $33.45β$40.47 per hour in New York, plus potential cash bonus, equity rewards, and benefits.
Company
is a financial technology platform behind TurboTax, Credit Karma, QuickBooks, and Mailchimp, serving approximately 100 million customers worldwide.
What you will do
- Prepare federal and state tax returns for consumers and all business entity types, including sole proprietorships, S corporations, and partnerships.
- Provide tax advice, deduction optimization, tax planning, amendments, and tax reviews for simple and complex situations.
- Own customer relationships and deliver personalized guidance based on each clientβs full financial picture.
- Coordinate with bookkeeping specialists supporting reconciliation, payroll, and day-to-day bookkeeping.
- Introduce relevant services such as bookkeeping, payroll, financial planning, and Credit Karma.
- Build the local customer base through outreach, community engagement, marketing, and educational tax content.
Requirements
- At least 3 years of recent compensated business tax preparation experience, including federal and state returns such as Form 1065 and/or 1120-S for at least 20 clients per season.
- At least 3 seasons of compensated personal tax preparation experience, completing at least 30 returns per tax year.
- General bookkeeping knowledge and familiarity with Circular 230.
- Must possess or be able to obtain relevant state licenses, certificates, permits, or bonds.
- Must reside in the United States and work onsite Sunday through Saturday for a minimum of 20 hours per week.
- Proficiency with tax preparation software and CRM or sales tools, along with strong communication and customer service skills.
Nice to have
- Bookkeeping experience connecting books to tax preparation.
- QuickBooks ProAdvisor experience or willingness to upskill.
- Holistic tax advisory experience beyond tax filing.
- Bilingual English and Spanish communication skills.
Culture & Benefits
- Collaborative environment with a network of TurboTax tax and bookkeeping professionals.
- 401(k) savings plan with company matching, paid sick time, and an Employee Stock Purchase Plan.
- Errors and omissions insurance provided by and an Employee Assistance Program.
- Discounts on products, including a free copy of TurboTax.
- Marketing support and opportunities to build a local and online professional presence.
- Front-facing retail work with a required TurboTax uniform and variable hours during peak demand.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β