Business Tax Expert - Work From Home

Intuit; Sacramento (CA); Remote; USD 60,000 - 80,000; Part time

Job summary

A leading company seeks a Tax Preparation Professional to provide expert guidance and assistance in tax preparations using TurboTax products. Responsibilities include managing complex business tax returns, offering professional advice, and ensuring timely service during the tax season. Ideal candidates possess strong business tax preparation experience and are committed to helping customers succeed.

Qualifications

• 3+ years of recent experience preparing federal and state business tax returns for at least 20 clients.
• Excellent verbal and written communication skills.
• Proficiency with technology including computer operations and software.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Maintain confidentiality of sensitive customer information.
• Interact professionally with customers via video communication tools.

Skills

Business tax preparation

Client management

Communication

Critical thinking

Problem-solving

Education

Active, unrestricted credential: CPA/EA/Practicing Attorney

Minimum 2 seasons of personal tax preparation

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 a company ranked 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 both 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 or more 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 (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per year in a professional or retail setting, strongly preferred.
• Availability to work a minimum of 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 highly desirable.
• Must possess or be able to obtain any relevant state licenses, certificates, permits, or bonds.
• Must have or be willing to obtain a Preparer Tax Identification Number (PTIN).
• Commitment to a minimum schedule of 20 hours/week during the tax season.
• Working knowledge of Circular 230.
• Proficiency with technology, including computer operations 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, problem-solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Reliable internet connection meeting security standards.

How you will lead

• Help customers complete their taxes using TurboTax products, providing sound professional advice and ensuring timely, accurate service.

• Maintain confidentiality of sensitive customer and business information.
• Utilize government websites, professional resources, and team expertise to provide accurate answers in understandable language.
• This is a virtual, customer-facing role, requiring responsible use of our video communication software and accurate record-keeping.
• Interact professionally with customers and team members, promoting Intuit's values, including integrity without compromise.

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