Business Tax Manager - Work From Home | Anaheim, CA, USA

Intuit; Anaheim (CA); Remote; USD 30,000 - 60,000; Full time

Job summary

A leading company in financial products seeks a motivated tax preparer to manage business tax returns and provide expert guidance using TurboTax Live Business. Ideal candidates will have strong business tax preparation experience, excellent communication skills, and relevant credentials, working minimally 20 hours per week during the tax season.

Qualifications

• Strong business tax preparation experience with 3+ years of recent experience.
• Minimum 2 seasons personal tax preparation experience preferred.
• Familiarity with Circular 230 and use of commercial tax software.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide tax advice and return preparation with accurate and timely service.
• Engage with customers using virtual communication technology.

Skills

Communication

Problem Solving

Customer Service

Critical Thinking

Education

Active CPA/EA/Practicing Attorney Credential

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, 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 strong knowledge of federal and state tax laws and regulations for both business and personal tax returns, as well as 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 (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 returns per year in a tax practice or retail setting, strongly preferred.
• Availability to work a minimum of 20 hours per week, spread across three or more days.
• Bookkeeping experience related to tax preparation is strongly preferred.
• Experience preparing business tax returns for service industry clients is strongly preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess or be willing to obtain a Preparer Tax Identification Number (PTIN).
• Commitment to a minimum schedule of at least 20 hours/week throughout the tax season.
• Working knowledge of Circular 230.
• Proficiency with technology, including solid knowledge of computer operations 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.
• Willingness to meet internet security criteria required by Intuit.

How you will lead

• What You Will Do:

  • Help customers complete their taxes using TurboTax products, providing sound professional judgment, timely and accurate service. This includes tax advice, full-service return preparation, tax calculations, and managing product/software inquiries, all contributing to our goal of Powering Prosperity Around the World.
  • Maintain sensitive, confidential, and proprietary customer and business information responsibly and securely.
  • Utilize government websites, professional resources, and team expertise to find and deliver accurate answers using everyday language.
  • This is a virtual, customer-facing role; you will use our state-of-the-art video communication software to interact with customers responsibly and professionally, documenting interactions for accurate records.
  • Engage with customers and team members professionally while adhering to and 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!

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