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

Intuit; San Francisco (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

Intuit is seeking a Tax Preparer to provide expert guidance and manage business tax returns, including interactions with customers via video. The ideal candidate should have significant experience in business tax preparation, solid communication skills, and the ability to work independently in a fast-paced environment.

Qualifications

• At least 3 years of recent experience preparing federal and state business tax returns.
• Minimum of 2 seasons of personal tax preparation experience preferred.
• Proficiency with technology and software.

Responsibilities

• Prepare complex business tax returns for Partnerships and S Corporations.
• Provide tax advice and assist with full-service business return preparation.
• Document customer interactions and meet performance metrics.

Skills

Communication

Problem Solving

Research

Critical Thinking

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 and your extensive knowledge in business tax preparation and accounting.
• Leverage government websites, professional resources, and team expertise to provide accurate answers in accessible 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 towards meeting key performance metrics and company goals.
• Participate in pilot testing, projects, and validation activities as needed.

Minimum 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 a minimum of 20 hours per week across three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry clients is a plus.
• Ability to obtain or possess relevant state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Knowledge of Circular 230.
• Proficiency with technology and software.
• Excellent customer service skills and professional communication via video and audio tools.
• Strong problem-solving, research, and critical thinking skills.
• Ability to work independently in a fast-paced environment.
• Reliable internet connection meeting security criteria.
• Residency in the United States.