Business Tax Associate - Work From Home | Dallas, TX, USA

Intuit; Dallas (TX); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading financial services company seeks an experienced tax preparation professional to provide guidance and support for business tax returns. The successful candidate will leverage their strong knowledge of tax laws to assist clients using TurboTax Business products. Responsibilities include managing complex business tax returns, advising clients, and ensuring high-quality customer interactions. Ideal candidates have 3+ years of business tax preparation experience and exceptional communication skills.

Qualifications

• 3+ years of recent experience preparing federal and state business tax returns.
• Minimum of 2 seasons of personal tax preparation experience.
• Proficiency with technology and software.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide tax advice and full-service business return preparation.
• Document all customer interactions thoroughly.

Skills

Business tax preparation experience

Excellent communication skills

Customer service skills

Technology proficiency

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 these returns.

What you'll bring

• Strong business tax preparation experience and extensive knowledge of tax laws, evidenced by 3+ 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 returns per year, in a tax practice or retail setting.
• Availability to work at least 20 hours per week, spread over three or more days.
• Bookkeeping experience related to tax preparation 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.
• 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 in a fast-paced environment with minimal supervision.
• Willingness to meet security criteria for internet connection.
• Residency in the United States.

How you will lead

• This is a virtual, customer-facing role; you will use our advanced video communication 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 build confidence through deep empathy and your extensive expertise in business tax and bookkeeping.
• Use government websites, professional resources, and team expertise to find and deliver accurate answers in clear, everyday language.
• Apply company practices and policies to troubleshoot and resolve customer issues related to tax advice and return preparation.
• Document all customer interactions thoroughly.
• Strive to meet key performance metrics and company goals.
• Participate in pilot tests, projects, and experience validations as required.

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