Business Tax Analyst - Work From Home

Intuit; Chicago (IL); Remote; USD 60,000 - 90,000; Full time

Job summary

Join a leading company in providing financial software solutions as a Business Tax Analyst, where you will assist clients in navigating their tax return processes effectively. This fully remote position entails preparing business tax returns and offering expert guidance to clients while leveraging advanced communication tools. You will play a vital role in enhancing customer experiences and driving success in tax preparation. Intuit values its mission of 'Powering Prosperity Around the World' and seeks motivated individuals to join their dynamic team.

Qualifications

• 3+ years preparing federal/state business tax returns (1065/1120-S).
• 2+ seasons of personal tax prep with 30+ returns per year.
• Must have active Preparer Tax Identification Number (PTIN).

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide tax advice and full-service business return preparation.
• Create high-quality customer interactions via video communication.

Skills

Business Tax Preparation

Communication Skills

Customer Service

Problem Solving

Critical Thinking

Education

Federal and State Tax Laws Knowledge

Requisite State Licenses

Job description

Join to apply for the Business Tax Analyst - Work From Home role at Intuit

Overview

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 be working 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 business and personal tax returns.

What you'll bring

• Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more 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 tax returns per year, in a tax practice or retail setting.
• Availability to work a minimum of 20 hours per week, spread across three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry clients is strongly preferred.
• Must possess or be able to obtain any relevant state licenses, certificates, permits, or bonds.
• Must have an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficiency with technology, 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 in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) internet connection meeting Intuit security standards.
• Must reside in the United States.

How you will lead

• This is a virtual, customer-facing role; you will be using our state-of-the-art video communication software (Smartlook) to interact with customers.
• Assist TurboTax Business customers with:
• Tax advice, full-service business return preparation and signature, product inquiries, tax calculations, filing extensions.
• Create high-quality customer interactions that instill confidence, using empathy and your expertise in business tax preparation.
• Utilize government websites, professional resources, and team expertise to provide accurate answers in everyday language.
• Apply company policies and procedures to troubleshoot and resolve customer issues.
• Document customer interactions thoroughly.
• Work towards meeting key performance metrics and company goals.
• Participate in pilot testing, projects, and validations as needed.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Software Development

Note: The job is active and posted recently; no indication of expiration.