Business Tax Expert - Work From Home | Phoenix, AZ, USA

Intuit; Phoenix (AZ); Remote; USD 55,000 - 75,000; Full time

Job summary

A leading company in financial software, Intuit, is seeking experienced tax professionals to assist customers with business tax preparation using TurboTax Live Business. This role requires strong knowledge of tax laws and offers an opportunity to influence product direction while providing expert guidance in a virtual setting.

Qualifications

• At least 3 years of recent experience preparing federal and state business tax returns.
• Minimum of 2 seasons of personal tax preparation experience.
• Ability to obtain relevant state licenses.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Maintain confidentiality of customer and business information.
• Use government resources to find accurate answers for clients.

Skills

Communication

Critical thinking

Problem-solving

Customer service

Technology proficiency

Education

Active unrestricted credential: 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 toward advancing our goal by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. Additionally, you will have the opportunity to influence the direction of our new product, TurboTax Live Business, while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.

If you are highly motivated with business tax preparation experience, excellent communication skills, and hold an active, unrestricted credential (CPA/EA/Practicing Attorney), we need you to help our customers complete their taxes using TurboTax Business products.

The successful candidate will manage complex business tax returns for Partnerships and S Corporations. They should possess strong knowledge of federal and state tax laws and regulations, along with 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 at least 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 returns per year.
• Availability to work a minimum of 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.
• Ability to obtain or possess relevant state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Commitment to at least 20 hours/week during tax season.
• 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 standards.

How you will lead

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

• Maintain confidentiality of customer and business information.
• Use government websites and professional resources to find accurate answers, communicating in everyday language.
• This is a virtual, customer-facing role utilizing video communication software, with documentation of interactions for record-keeping.
• Interact professionally with customers and team members, upholding Intuit’s values, including “integrity without compromise.”
• If residing in the U.S. and interested in earning supplemental income, APPLY NOW!

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