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

Intuit; Irvine (CA); Remote; USD 60,000 - 90,000; Part time

Job summary

A leading company specialized in tax preparation seeks a highly motivated professional to manage business tax returns and provide expert guidance through TurboTax Live Business. This role requires significant experience in tax preparation, excellent communication skills, and the ability to work remotely while aiding clients in completing their taxes effectively.

Qualifications

• At least 3 years of experience in preparing federal/state business tax returns (1065 and/or 1120-S).
• Experience in personal tax preparation with at least 30 returns per year preferred.
• Ability to obtain necessary state licenses and active PTIN.

Responsibilities

• Assist TurboTax Business customers with tax advice and business return preparation.
• Create high-quality customer interactions using video communication.
• Document customer interactions and work towards meeting performance metrics.

Skills

Communication

Customer Service

Problem Solving

Critical Thinking

Tools

Commercial Tax 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 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 our newest product offering, 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 these returns.

Responsibilities

• This is a virtual, customer-facing role; you will use 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 through deep customer empathy and your extensive knowledge in business tax preparation and accounting.
• Utilize government websites, professional resources, and team expertise to find and deliver accurate answers in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer issues related to tax advice and return preparation.
• Document all customer interactions appropriately.
• Work towards meeting company key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validation activities as needed.

Minimum Qualifications

• 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.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 returns per year, preferred.
• Availability to work at least 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).
• 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 in a fast-paced environment with minimal supervision.
• Reliable internet connection meeting security criteria.
• Reside in the United States.