Business Tax Expert - Work From Home

Intuit; Anaheim (CA); Remote; USD 60,000 - 85,000; Part time

Job summary

A leading financial technology company is seeking Tax Consultants to assist clients in navigating their tax obligations. This virtual position requires strong business tax preparation skills, with a focus on managing complex returns for partnerships and S Corporations. Candidates should have a minimum of 3 years of relevant experience and possess an active EA or CPA credential. Excellent communication and technology skills are essential.

Qualifications

• 3+ years of experience preparing business tax returns (1065 and/or 1120-S).
• 2 seasons of personal tax preparation experience (minimum 30 returns/year).
• Active PTIN and state licenses where required.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Maintain confidentiality of customer information.
• Interact professionally with clients using video communication.

Skills

Tax preparation

Communication

Customer service

Problem-solving

Critical thinking

Research

Technology proficiency

Education

EA, CPA, or Practicing Attorney

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 towards 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 a highly motivated individual with business tax preparation experience, excellent communication skills, and an active, unrestricted credential (CPA/EA/Practicing Attorney), 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

• What You Will Do:

  • Help customers complete their taxes using TurboTax products with sound professional judgment, providing tax advice, full-service return preparation, tax calculations, and managing product/software inquiries to support our goal of “Powering Prosperity Around the World.”
  • Maintain sensitive customer, confidential, and proprietary business information responsibly and securely.
  • Utilize government websites, professional resources, and team expertise to deliver accurate answers in understandable language.
  • This is a virtual, customer-facing role, using our video communication software to interact responsibly and document interactions for accurate records.
  • Interact professionally with customers and team members, adhering to and promoting Intuit’s operating values (here), including “integrity without compromise.”

If you reside in the United States and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!

• 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.
• Must possess an active, unrestricted credential: EA, CPA, or Practicing Attorney.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per year in a practice or retail setting.
• Available to work at least 20 hours per week, spread over three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry clients is strongly preferred.
• Must obtain or possess relevant state licenses, permits, or bonds.
• Must have an active PTIN.
• Commit to a minimum of 20 hours/week during the tax season.
• Knowledge of Circular 230 is required.
• Proficient with technology and software.
• Strong customer service skills, with the ability to interact professionally via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, research, and problem-solving skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Willing to meet internet security requirements.