About LegalZoom

We’re here to make legal help accessible to all. LegalZoom transformed the legal industry with the launch of our online services and groundbreaking technology in 2001. Since then, millions of customers have counted on us to officially start and run businesses, protect brands and intellectual property, and look after loved ones through wills and trusts.

As the industry leader for over 20 years, innovation remains at the center of all we do. We’re creative thinkers and problem solvers with a passion for building legal and tax products that make a positive impact on the world, and we’re always looking for exceptional people to push us further.

With us, you’ll do work that’s as rewarding as it is challenging with a team where every voice matters and diversity, equality, and inclusion are truly embraced. Together, we’ll continue to democratize the law and make a real difference in the lives of millions.

Remote-first

Since March 2020, our Zoomers have worked remotely and reported an overall better work-life balance with more time for family and personal wellness.

At the end of 2021, LegalZoom made the official commitment to being a remote-first company. Remote-first means that there is no expectation that Zoomers come into an office for a fixed number of days outside of those employees identified as essential onsite workers. While we remain a remote-first culture, our local offices have evolved as collaboration spaces for Zoomers to meet and engage in person.

This position will be remote

Overview

Come join the LZ Tax team. We are adding remote tax experts to our team across the country. This is an incredible opportunity to support our customers who wish to #makeitofficial by providing end to end tax services in a fast paced, evolving environment. Our tax experts are obsessed with taking complex tax topics and simplifying them for our SMB clients.

As a Tax AssociateYou will

●Prepare personal and business tax returns (Forms: 1040, 1041, 1065, 1120, 1120S)across the United States

●Provide tax advisory and planning servicesto a high volume of small business customers digitally (email, messaging, video, or phone) year round

●Understanding tax obligations, helping with tax planning, helping businesses track and maximize deductions, etc.

●Distill complex business tax issues into a digestible manner making it easy for the SMB to understand.

●Be consultative in your approach and your recommendations to our SMB customers; including items such as accounting software, point of sale recommendations tax planning etc.

●Act as the SME on all things that impact an SMB’s finances

●Use cutting edge technologyto provide a world class experience to our SMB formationcustomers

●Serve as the first line of customer support managing incoming phone calls and emails from customers. Answering tax questions related to SMB returns and assisting customers with successful completion of tax returns by requesting documents and providing directions on document upload process.

●Manage and resolve Tier 1 customer escalations.

You have

●Bachelor’s degree in Accounting, Finance, or TaxationwithanEA or CPA credential(required)

●1-5 years of relevant small business return experience in tax preparation and tax advisory, with working knowledge of federal and state tax compliance

●Active PTIN preferred; Must achieve within 90 days of employment

●Experience using tax software such as Lacerte orProConnectand bookkeeping software (QuickbooksOnline preferred)

●Exceptional level of attention to detail and accountability to high-quality tax preparation standards

●Enthusiasm for serving customers and working on a team with other like-minded tax experts, especially in a dynamic and evolving work environment

●High-quality communication skills(written and oral)

●Excel at organization and problemsolving with strong time-management skills

●Remote Employees should confirm that the internet service available has adequate bandwidth to support all work processes.

LegalZoom is a remote-first company and the national range for this role is $52,500 to $112,600. Actual compensation offered will depend on several factors including but not limited to: geographic location, work experience, education, skill level, and/or other business and organizational needs. In addition, an annual bonus, incentive bonus and/or restricted stock units may be provided as part of the compensation package. You will also receive a full range of medical, financial, and other benefits as seen below.

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Paid Time Off
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Short-Term/Long-Term Disability Insurance
• Plus other wellness benefits to include:
  • Fertility
  • Mental Health
  • One Medical
  • Wellness reimbursement of up to $250

For onsite roles or roles that require periodic onsite visits, LegalZoom requires all employees to be fully vaccinated for COVID-19 before starting work, unless precluded from doing so by applicable law. The CDC currently defines “fully vaccinated” as two weeks after the second dose for Pfizer and Moderna, and two weeks after the single dose of Johnson & Johnson. LegalZoom will require proof of vaccination before a successful applicant’s first day of work, and will consider requests for exemption from this requirement during the offer phase (1) as a reasonable accommodation for medical reasons or sincerely held religious beliefs where the accommodation would not LegalZoom undue hardship or pose a direct threat to the health and safety of others, or (2) for other reasons under applicable law.

Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment.  LegalZoom prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.