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

Intuit; Sacramento (CA); Remote; USD 60,000 - 85,000; Full time

Job summary

A leading financial services company is seeking a motivated individual to provide expert tax preparation and guidance for business clients using TurboTax Live Business. The role involves managing complex tax returns, utilizing video communication tools, and ensuring high-quality customer interactions. Candidates should have significant experience in business tax preparation, excellent communication skills, and the ability to work independently in a fast-paced environment.

Qualifications

• 3 years preparing federal and state business tax returns (1065/1120-S).
• 2 seasons personal tax preparation experience preferred.
• Knowledge of Circular 230 and active PTIN required.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide tax advice and assist with TurboTax Business customers.
• Document customer interactions thoroughly.

Skills

Communication

Customer Service

Critical Thinking

Problem Solving

Research Skills

Technology Proficiency

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 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 business and personal tax returns.

Responsibilities

1. This is a virtual, customer-facing role; you will be using our state-of-the-art video communications software (Smartlook) to interact with customers.
2. Help TurboTax Business customers who are working on their tax returns or have delegated their tax returns with:

• Tax advice
• Full Service Business return preparation and signature
• Product/software inquiries
• Tax calculations
• Filing tax extensions

Create high-quality customer interactions and experiences that instill confidence using deep customer empathy, your extensive knowledge in business tax preparation, and books-to-tax accounting entries.

Utilize government websites, professional resources, and team expertise to find and deliver the right answers using clear, everyday language.

Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and return preparation issues.

Document customer interactions thoroughly.

Work toward meeting key performance metrics and Big Bet Goals.

Participate in pilot testing, projects, and experience 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 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 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 or possess relevant 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 communicate 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.