Business Tax Preparer - Work From Home

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

Job summary

Intuit recherche un spécialiste en préparation fiscale pour superviser la préparation de déclarations fiscales complexes. Vous aurez la responsabilité de fournir des conseils et des solutions fiscales aux entreprises, tout en interagissant avec les clients au moyen de technologies avancées. Ce rôle exige une expertise en fiscalité commerciale et des compétences exceptionnelles en communication.

Qualifications

• Au moins 3 ans d'expérience récente en préparation des déclarations fiscales des entreprises.
• Expérience préalable souhaitée dans la préparation fiscale personnelle.
• Connaissance des lois fiscales fédérales et des États.

Responsibilities

• Préparer des déclarations fiscales complexes pour les partenariats et S Corporations.
• Fournir des conseils fiscaux et des préparations de retour d'affaires aux clients.
• Interagir avec les clients via des logiciels de communication vidéo.

Skills

Customer Service

Problem Solving

Research

Communication

Critical Thinking

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.
• Help 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, your extensive knowledge in business tax preparation, and books-to-tax accounting entries.
• Leverage government websites, professional resources, and team expertise to find and deliver the correct 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 toward meeting company key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.

Minimum 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, 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 any required state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Knowledge of Circular 230.
• Proficiency with technology and software.
• Excellent customer service, verbal, and written communication skills.
• Strong problem-solving, research, and critical thinking skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Reliable internet connection meeting security criteria.
• Reside in the United States.