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

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

Job summary

A leading company is seeking a tax preparer to assist customers with business tax returns using TurboTax. In this virtual, customer-facing role, you will manage complex tax returns and provide expert tax guidance, leveraging your strong knowledge of tax laws and excellent communication skills.

Qualifications

• 3+ years in preparing federal/state business tax returns for at least 20 clients.
• Active Preparer Tax Identification Number (PTIN) required.
• Experience with service industry clients preferred.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide tax advice and answer software inquiries.
• Ensure high-quality customer interactions via video communications.

Skills

Customer service skills

Tax preparation

Critical thinking

Problem-solving

Tools

TurboTax Business products

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

You will work toward advancing our goal 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 highly motivated 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 manage complex business tax returns for Partnerships and S Corporations. The ideal candidate will possess strong knowledge of federal and state tax laws and regulations for business and personal tax returns, with 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.
• Assist 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.
• Leverage government websites, professional resources, and team expertise to provide accurate answers in everyday language.
• Apply company practices and policies to troubleshoot and resolve customer inquiries related to tax advice and return preparation.
• Document customer interactions thoroughly.
• Work towards meeting key performance metrics and company goals.
• Participate in pilot testing, projects, and validations 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 software.
• Preferably, 2+ seasons of personal tax preparation experience, with at least 30 returns per year.
• Availability to work a minimum of 20 hours per week, across three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry clients is a plus.
• Ability to obtain or hold relevant state licenses, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Knowledge of Circular 230.
• Proficiency with technology and software.
• Excellent customer service skills, with the ability to interact professionally via video and audio tools.
• Strong verbal and written communication skills.
• Critical thinking, problem-solving, research skills, and determination.
• Ability to work independently in a fast-paced environment.
• Reliable internet connection meeting security standards.
• Reside in the United States.