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

Intuit; Anaheim (CA); Remote; USD 50,000 - 80,000; Full time

Job summary

A leading company in tax preparation is seeking a skilled Business Tax Preparer to join their team. The successful candidate will provide expert guidance and manage complex tax returns, helping clients navigate federal and state regulations. Ideal applicants will have strong tax knowledge and proven customer service skills, and will work virtually while contributing to the company’s mission of empowering prosperity.

Qualifications

• 3+ years of recent experience preparing business tax returns for 20+ clients.
• 2 seasons of personal tax preparation experience preferred.
• Proficient with technology and customer interaction tools.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide expert tax advice and customer interactions using video software.
• Document customer interactions and meet key performance metrics.

Skills

Business tax preparation

Customer service

Critical thinking

Problem-solving

Education

Preparer Tax Identification Number (PTIN)

State licenses and certificates

Tools

Commercial tax software

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 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 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.

Minimum Requirements

• Strong business tax preparation experience and extensive knowledge of tax laws demonstrated 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 practice or retail setting, preferred.
• Availability to work at least 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 clients is strongly preferred.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must have an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficiency with technology; solid knowledge of computer operations and software.
• Strong customer service skills with the ability to interact professionally through 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.
• Willingness to obtain internet connection that meets security criteria.
• Must reside in the United States.