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

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

Job summary

A leading company is seeking a dedicated tax preparer to manage complex business tax returns for Partnerships and S Corporations. The ideal candidate will bring extensive tax preparation experience and communicate effectively with customers using video technology. This role offers flexible hours, with a minimum of 20 hours per week.

Qualifications

• At least 3 years of experience preparing business tax returns (1065/1120-S).
• Active Preparer Tax Identification Number (PTIN) required.
• Bookkeeping experience strongly preferred.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Assist customers with tax advice and return preparation.
• Document all customer interactions thoroughly.

Skills

Customer Service

Problem-Solving

Research Skills

Communication

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 work 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.

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.
• Leverage government websites, professional resources, and team expertise to find and deliver accurate answers in 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 thoroughly.
• 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, in a professional or retail setting.
• Availability to work at least 20 hours per week across three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry clients is strongly preferred.
• Ability to obtain necessary state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Knowledge of Circular 230.
• Proficient with technology and software applications.
• Excellent customer service skills and professional communication abilities.
• Strong problem-solving, research skills, and critical thinking.
• Ability to work independently in a fast-paced environment.
• Reliable internet connection meeting security standards.
• Reside in the United States.