Business Tax Expert - Work From Home - 3+ Yrs Paid Tax Experience Required | San Francisco, CA, USA

Intuit; San Francisco (CA); Remote; USD 60,000 - 120,000; Part time

Job summary

A leading financial software company is seeking a Business Tax Expert to provide expert guidance in tax preparation and assist customers using TurboTax. This remote role requires at least 3 years of business tax preparation experience and relevant qualifications. You'll engage with clients through video tools, offering reliable advice while upholding company values.

Benefits

Flexible work hours

Opportunity to work from home

Engagement with a diverse client base

Qualifications

• At least 3 years of recent experience preparing federal and state business tax returns for a minimum of 20 clients.
• Ability to obtain necessary state licenses and certifications.
• Active Preparer Tax Identification Number (PTIN) required.

Responsibilities

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

Skills

Communication

Critical thinking

Problem-solving

Customer service

Technology proficiency

Education

Active unrestricted credential: EA, CPA, or Practicing Attorney

Job description

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

At Intuit, we believe everyone should have the opportunity to prosper. Our mission is Powering Prosperity Around the World, and we are committed to living our values every day to ensure the success of our customers.

You will contribute to this mission by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also have the opportunity to influence the development of our new product, TurboTax Live Business, while working at Fortune’s 11th ranked company on the 100 Best Companies to Work For.

We are seeking a highly motivated individual with business tax preparation experience, excellent communication skills, and an active, unrestricted credential (CPA/EA/Practicing Attorney). Your role will involve assisting customers in completing their taxes using Intuit TurboTax Business products.

The successful candidate will manage complex business tax returns for Partnerships and S Corporations, with a strong knowledge of federal and state tax laws and regulations, and significant experience in preparing and filing business and personal tax returns.

What you'll bring

• 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.
• 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, preferred.
• Availability to work a minimum of 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 any necessary state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Commitment to at least 20 hours/week during the tax season, in 4-hour shift increments.
• Knowledge of Circular 230.
• Proficiency 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, problem-solving, research skills, and determination.
• Ability to work independently in a fast-paced environment.
• Reliable internet connection meeting security criteria.

How you will lead

• Assist customers in completing their taxes using TurboTax products, providing sound advice and timely service.

• Maintain confidentiality of sensitive customer and business information.
• Use government websites, professional resources, and team expertise to deliver accurate answers in understandable language.
• Engage with customers via video communication, documenting interactions accurately.
• Uphold Intuit’s values, including integrity and professionalism.

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