Business Tax Associate - Work From Home

Intuit; Sacramento (CA); Remote; USD 60,000 - 80,000; Full time

Job summary

Intuit is seeking a knowledgeable Tax Preparer for their TurboTax Live Business product. The ideal candidate will have extensive experience in preparing business tax returns and the ability to communicate complex tax information effectively to clients. This role requires strong technical skills, excellent communication abilities, and a commitment to customer success. Enjoy a flexible, virtual work environment at a top-rated company, while helping clients navigate their tax preparations.

Qualifications

• 3+ years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S).
• 2+ seasons of personal tax preparation experience preferred.
• Active PTIN required; knowledge of Circular 230.

Responsibilities

• Provide expert guidance and tax preparation for TurboTax Business customers.
• Manage complex business tax returns for Partnerships and S Corporations.
• Create high-quality customer interactions using video communication.

Skills

Communication

Critical Thinking

Problem Solving

Research Skills

Customer Service

Technology Proficiency

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 involves living our values every day, and nothing is more important to us than the success of our customers.

You will work towards 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.
• Help 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.
• Utilize government websites, professional resources, and team expertise to find and deliver accurate answers using clear, everyday language.
• Apply company practices, procedures, and policies to troubleshoot and resolve customer issues related to tax advice and return preparation.
• Document all customer interactions accurately.
• Work towards meeting company key performance metrics and 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 a minimum of 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, spread over three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry clients is strongly preferred.
• Ability to obtain any required state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Knowledge of Circular 230.
• Proficiency with technology and software.
• Strong customer service skills, with the ability to communicate professionally and confidently via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem-solving, research skills, and perseverance.
• Ability to work independently in a fast-paced environment.
• Reliable internet connection meeting security standards.
• Residency in the United States.