Business Tax Preparer - Work From Home

Intuit; Sacramento (CA); Remote; USD 50,000 - 80,000; Full time

Job summary

Intuit is seeking a motivated tax preparation specialist to assist customers with business tax returns for Partnerships and S Corporations. This virtual role involves providing expert tax advice, managing tax return preparation, and leveraging technology to ensure high-quality customer interactions, all while contributing to Intuit's mission of Powering Prosperity Around the World.

Qualifications

• 3+ years of experience preparing federal and state business tax returns (1065, 1120-S).
• Must have an active Preparer Tax Identification Number (PTIN).
• Reliable internet connection and must reside in the US.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide tax advice and full-service business return preparation.
• Create high-quality customer interactions using video communication.

Skills

Communication

Customer Service

Critical Thinking

Problem Solving

Research Skills

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 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 be using our state-of-the-art video communication 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 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 company practices 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 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 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 strongly preferred.
• Experience preparing business tax returns for service industry clients preferred.
• Must possess or be able to obtain relevant state licenses, permits, or bonds.
• Must have an 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, and research skills.
• Ability to work independently in a fast-paced environment.
• Reliable internet connection meeting security standards.
• Reside in the United States.