Business Tax Accountant - Work From Home - 3+ Yrs Paid Tax Experience Required

Intuit; Anaheim (CA); Remote; USD 70,000 - 100,000; Full time

Job summary

Intuit is seeking an experienced tax preparer to join their team, focusing on providing expert guidance in business tax preparation. The role involves managing complex tax returns interactively with clients, utilizing advanced video communication tools. Successful candidates will bring strong customer service skills alongside substantial experience in federal and state tax laws, ensuring an exceptional customer experience.

Qualifications

• 3+ years of experience preparing federal and state business tax returns.
• Experience in personal tax preparation with at least 30 returns per year is preferred.
• Must hold a PTIN and knowledge of Circular 230.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide tax advice and full-service business return preparation.
• Document customer interactions and troubleshoot issues.

Skills

Communication

Customer Service

Critical Thinking

Problem Solving

Tools

Commercial tax software

Job description

At Intuit, we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission-driven company includes living our values every day, and nothing is more important to us than the success of our customers.

You will work toward advancing our goal of Powering Prosperity Around the World by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also have the opportunity to shape the direction of one of our newest product offerings, TurboTax Live Business, while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.

If you are a highly motivated individual with business tax preparation experience and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax Business products.

The successful candidate will be responsible for managing complex business tax returns for Partnerships and S Corporations. The ideal candidate will possess a strong knowledge of federal and state tax laws and regulations for business and personal tax returns, as well as significant experience in preparing and filing these returns.

Responsibilities

• This is a virtual, customer-facing role; you will use our state-of-the-art video communications software (Smartlook) to interact with customers.
• Assist TurboTax Business customers with:

• Tax advice

• Full-service business return preparation and signature

• Product/software inquiries

• Tax calculations

• Filing tax extensions

• Create high-quality customer interactions that instill confidence through deep customer empathy, leveraging your extensive knowledge in business tax preparation and accounting.
• Utilize government websites, professional resources, and team expertise to provide accurate answers in everyday language.
• Apply company practices, procedures, and policies to troubleshoot and resolve customer issues related to tax advice and return preparation.
• Document customer interactions thoroughly.
• Work toward meeting company key performance metrics and goals.
• Participate in pilot testing, projects, and validation activities as needed.

Qualifications

• At least 3 years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season, using commercial tax software.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 returns per year, preferred.
• Availability to work at least 20 hours per week across three or more days.
• Bookkeeping experience with books-to-tax preparation is strongly preferred.
• Experience preparing business tax returns for service industry clients is strongly preferred.
• Must hold or be able to obtain relevant state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) required.
• Knowledge of Circular 230.
• Proficiency with technology, including computer operations and software.
• Strong customer service skills, with the ability to interact professionally via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem-solving, research skills, and determination.
• Ability to work independently in a fast-paced environment.
• Reliable internet connection meeting security standards.
• Reside in the United States.