Business Tax Analyst - Work From Home

Intuit; Houston (TX); Remote; USD 55,000 - 75,000; Full time

Job summary

Intuit is seeking a Tax Preparer with a strong business tax preparation background for their TurboTax Live Business product. This virtual role requires excellent communication skills and the ability to manage complex tax returns for business clients, ensuring customer success during tax season. The ideal candidate will have experience with federal and state tax laws and a passion for helping others achieve financial prosperity.

Qualifications

• 3+ years of experience preparing federal and state business tax returns.
• Minimum of 2 seasons of personal tax preparation experience.
• Must possess or be able to obtain state licenses and PTIN.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide expert guidance and tax preparation assistance to customers.
• Utilize video communication software to interact with customers.

Skills

Communication

Customer service

Critical thinking

Problem solving

Research skills

Proficient with technology

Job description

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 everyday 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 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/customers per season for compensation, using commercial tax preparation software.
Minimum of 2 seasons of personal Tax Preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred
Must be available to work a minimum of 20 hours per week, spread across three or more days.
Bookkeeping experience with books to tax preparation is strongly preferred.
Experience preparing Business Tax returns for service industry customers strongly preferred.
Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
Must possess an active Preparer Tax Identification Number (PTIN).
Working knowledge of Circular 230.
Proficient with technology; solid knowledge of computer operations and software.
Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
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 that meets Intuit Security criteria.
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 communications software (Smartlook) to interact with customers.
Help TurboTax Business customers who are working on their tax returns or have delegated their tax returns with:

o Tax advice

o Full Service Business return preparation and signature

o Product/software inquires

o Tax calculations

o Filing tax extensions

Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your extensive knowledge and expertise in the field of business tax preparation and books to tax accounting entries.
Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation
Document customer interactions
Work continuously toward meeting company key performance metrics and Big Bet Goals.
Participate in pilot testing, projects, and experience validations, as needed