Business Tax Manager - Work From Home | Dallas, TX, USA

Intuit; College Park (MD); Remote; USD 60,000 - 90,000; Full time

Job summary

A leading company in financial software seeks a Tax Expert to guide customers through their tax processes using TurboTax products. Candidates must have extensive business tax preparation experience and active credentials, providing support and accurate tax advice in a dynamic virtual environment. The role includes managing complex tax returns and requires outstanding communication skills, alongside a commitment to integrity and professionalism.

Qualifications

• 3+ years of recent experience preparing federal and state business tax returns.
• Minimum of 2 tax seasons' experience with personal tax preparation.
• Strong knowledge of federal and state tax laws.

Responsibilities

• Assist customers in preparing their taxes using TurboTax products.
• Manage business tax returns for Partnerships and S Corporations.
• Maintain confidentiality and utilize video communications.

Skills

Customer service

Critical thinking

Problem-solving

Technology proficiency

Education

EA, CPA, or 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 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 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 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.

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, CPA, or Practicing Attorney.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per year in a professional 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 be able to obtain any required state licenses, certificates, permits, or bonds.
• Must possess or be willing to obtain a valid PTIN.
• Commitment to a schedule of at least 20 hours/week during the tax season.
• Working knowledge of Circular 230.
• Proficiency with technology and computer 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

• What You Will Do:

  • Assist customers in completing their taxes using TurboTax products, providing sound advice and timely service.
  • Maintain confidentiality and handle sensitive information responsibly.
  • Use government websites, professional resources, and team expertise to deliver accurate answers in understandable language.
  • This is a virtual, customer-facing role utilizing video communication tools, documenting interactions accurately.
  • Interact professionally with customers and team members, upholding Intuit’s 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!