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

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

Job summary

Intuit is seeking a motivated tax professional to provide expert guidance and tax preparation for business returns. In this virtual role, you'll leverage your extensive knowledge of federal and state tax laws to help customers confidently navigate their tax filings using TurboTax Business products. Ideal candidates should possess at least 3 years of experience in business tax preparation and excellent communication skills, allowing for effective customer interactions.

Qualifications

• 3+ years experience preparing federal and state business tax returns for at least 20 clients per season.
• Minimum of 2 seasons of personal tax preparation experience.
• Knowledge of Circular 230 and proficient with technology.

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 and document customer interactions.

Skills

Business tax preparation experience

Knowledge of tax laws

Customer service skills

Communication skills

Critical thinking

Problem-solving skills

Education

Preparer Tax Identification Number (PTIN)

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 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.

Responsibilities

• 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 inquiries

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 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 issues.
• 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.

• 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, 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 is 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 professionally, friendly, and confidently.
• 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.