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

Intuit; Chicago (IL); Remote; USD 60,000 - 90,000; Full time

Job summary

A leading company in the financial software industry seeks experienced Business Tax Preparers to work virtually, assisting clients with tax preparation and advice. Candidates should have extensive experience in managing business tax returns and must possess strong communication skills to interact effectively with customers.

Qualifications

• At least 3 years of experience preparing federal and state business tax returns for 20+ clients.
• 2 seasons of personal tax preparation experience preferred.
• Ability to obtain necessary state licenses.

Responsibilities

• Provide expert guidance and tax preparation services.
• Manage complex business tax returns for Partnerships and S Corporations.
• Create high-quality customer interactions via video.

Skills

Tax preparation

Customer service

Critical thinking

Tools

Commercial tax software

Video communication software

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 and excellent communication skills, 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 business and personal tax returns.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state-of-the-art video communications software (Smartlook) to interact with customers.
• Assist TurboTax Business customers with:

• Tax advice

• Full Service Business return preparation and signature

• Product/software inquiries

• Tax calculations

• Filing tax extensions

• Create high-quality customer interactions that instill confidence using deep customer empathy and your extensive knowledge in business tax preparation and accounting.
• Use government websites, professional resources, and team expertise to find and deliver accurate answers in everyday language.
• Apply company practices, procedures, and policies to troubleshoot and resolve customer issues related to tax advice and return preparation.
• Document customer interactions thoroughly.
• Work towards meeting company performance metrics and goals.
• Participate in pilot testing, projects, and validations as needed.

Qualifications

• 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.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 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 necessary state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Knowledge of Circular 230.
• Proficiency with technology and software.
• Strong customer service skills, with the ability to communicate 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.
• Reside in the United States.