Business Tax Expert - Work From Home

Intuit; San Francisco (CA); Remote; USD 52,000 - 78,000; Full time

Job summary

Une entreprise de technologie financière renommée recherche un préparateur de déclarations fiscales pour aider les clients à utiliser les produits TurboTax. Le candidat idéal doit avoir une expérience solide en préparation fiscale des entreprises, avec une certification active et d'excellentes compétences en communication. Ce rôle offre une flexibilité de travail virtuelle tout en contribuant à une mission d'assistance fiscale.

Qualifications

• 3 ans d'expérience en préparation de déclarations fiscales pour entreprises (1065 et/ou 1120-S).
• Certificat PTIN valide requis.
• Préparation de 30 déclarations fiscales personnelles recommandée.

Responsibilities

• Assister les clients dans la préparation de leurs déclarations fiscales avec TurboTax.
• Maintenir la confidentialité et gérer les informations sensibles.
• Utiliser des ressources professionnelles pour fournir des réponses précises.

Skills

Communication

Analyse critique

Service client

Résolution de problèmes

Technologie et logiciels

Education

Certification CPA/EA ou avocat en exercice

Préparation fiscale personnelle au moins 2 saisons

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 a 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, along with 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, CPA, 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, preferred.
• Availability to work a minimum of 20 hours per week, spread across three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing Business Tax returns for service industry customers is strongly preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must have a valid Preparer Tax Identification Number (PTIN).
• Commit to a minimum schedule of at least 20 hours/week during the tax season.
• Working knowledge of Circular 230.
• Proficiency with technology and software.
• Strong customer service skills, with the ability to interact professionally through 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 standards required by Intuit.

How you will lead

• What You Will Do:

  • Assist customers in completing their taxes using TurboTax products, providing sound professional judgment, and ensuring timely and accurate service.
  • Maintain confidentiality and handle sensitive information responsibly.
  • Use government websites, professional resources, and team expertise to deliver accurate answers in everyday language.
  • This is a virtual, customer-facing role utilizing video communication software, documenting interactions accurately.
  • Interact professionally with customers and team members, promoting Intuit's operating values, 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!