SMB Full Service Xpert

📋 Description

• • As a remote, seasonal SMB Full Service Xpert at TaxWell, Inc., you will be instrumental in guiding small and medium-sized business clients through the accurate preparation and electronic filing of their S Corporation (Form 1120-S) and Partnership (Form 1065) tax returns.
• • This fully remote position offers significant flexibility, opportunities for professional development, and the chance to make a tangible impact during the crucial tax season.
• • You will engage meaningfully with clients, providing essential support to entrepreneurs and business owners as they navigate the complexities of entity-level tax filing.
• • A primary responsibility involves the meticulous preparation, signing, and electronic filing of federal and state business income tax returns, including Forms 1120-S, 1065, and all associated schedules.
• • You will conduct structured client interviews, expertly gathering the necessary financial information and documentation to ensure the highest level of accuracy in tax preparation.
• • Efficiently manage digital documentation workflows, which includes proactively requesting, securely uploading, meticulously organizing, and safeguarding all vital business tax documents.
• • Maintain clear and consistent communication regarding return progress and status updates, utilizing secure communication tools to keep clients fully informed at every stage of the filing process.
• • Conduct thorough reviews of prepared tax returns with clients, addressing all their questions and concerns, and obtaining the required authorizations (such as Form 8879 or state equivalents) necessary for successful e-filing.
• • Undertake comprehensive tax research on intricate tax issues, leveraging reliable federal and state resources to ensure compliance and accuracy.
• • Apply appropriate and effective business tax strategies, guaranteeing adherence to current tax laws and regulations while maximizing client benefits.
• • Uphold the highest standards of confidentiality and ensure the robust security of all sensitive client data throughout the engagement.
• • Proficiently utilize company-provided software and digital tools to facilitate seamless client interactions and optimize workflow efficiency.
• • Strictly adhere to all applicable federal and state regulatory requirements, including those mandated by IRS Circular 230.
• • Be prepared for potential cross-training on other product lines to support different queues as business needs dictate, demonstrating adaptability and a commitment to team success.
• • Perform additional job duties as assigned, contributing to the overall operational effectiveness of the team.
• • This role requires a deep understanding of partnership taxation, S Corp rules, and multi-state filing requirements, ensuring comprehensive support for diverse business structures.
• • You will be expected to provide clear, practical explanations of complex tax concepts, making the tax filing process understandable and less daunting for clients.
• • Comfortably interact with business clients through various channels, including phone, video conferencing, and secure messaging platforms, fostering strong client relationships.
• • Work independently with a high degree of self-discipline, consistently meeting deadlines and managing your workload effectively.
• • Follow defined procedures meticulously, maintaining high standards for accuracy, professionalism, and client service.
• • Contribute to a positive and collaborative team environment, embodying TaxWell's values of performance, perseverance, progress, and partnership.
• • Embrace a fresh, non-traditional approach to the tax industry, aligning with TaxWell's mission to help everyday Americans secure every tax advantage they deserve.
• • Act as a customer advocate, ensuring clients receive the best possible service and outcomes.
• • This seasonal role is ideal for experienced tax professionals seeking flexible, remote work that allows them to leverage their expertise in a meaningful way.