Business Tax Expert - Work From Home

GenZJobs; Philadelphia (Philadelphia County); Remote; USD 40,000 - 80,000; Full time

Job summary

A leading company is looking for tax professionals to provide expert guidance and assistance in tax preparation through TurboTax products. Candidates should have significant business tax preparation experience and relevant credentials. This role requires excellent communication and customer service skills and offers flexible hours during the tax season.

Qualifications

• 3+ years experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients.
• Minimum of 2 seasons of personal tax preparation experience with at least 30 tax returns per year.
• Commitment to a minimum schedule of 20 hours/week during tax season.

Responsibilities

• Assist customers in completing taxes using TurboTax products.
• Provide tax advice and full-service return preparation.
• Interact with customers professionally via video.

Skills

Business tax preparation experience

Communication skills

Critical thinking

Customer service skills

Proficiency with technology

Education

Active unrestricted credential (EA, CPA, or Practicing Attorney)

PTIN

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, 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.

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.
• 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, preferably in a tax practice or retail setting.
• Availability to work at least 20 hours per week, spread across three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry clients is a plus.
• Must possess or be able to obtain any relevant state licenses, certificates, permits, or bonds.
• Must have an active PTIN.
• Commitment to a minimum schedule of 20 hours/week during tax season.
• Working knowledge of Circular 230.
• Proficiency with technology and computer software.
• Strong customer service skills and ability to interact professionally via video and audio tools.
• Excellent 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 internet security requirements.

What You Will Do

• Assist customers in completing their taxes using TurboTax products with sound judgment and professionalism.
• Provide tax advice, full-service return preparation, tax calculations, and manage product/software inquiries.
• Maintain confidentiality and handle sensitive information responsibly.
• Utilize government websites, professional resources, and team expertise to deliver accurate answers in clear language.
• Interact with customers via video in a professional manner, documenting interactions for accuracy.
• Uphold Intuit’s values, including integrity.

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