Business Tax Preparer - Work From Home

Intuit; Tampa (FL); Remote; USD 55,000 - 75,000; Full time

Job summary

A leading tax preparation company is seeking a Business Tax Preparer to manage complex business tax returns. The ideal candidate will have significant experience in business and personal tax preparation, offer customer support using video communication tools, and be an active problem-solver to ensure customer satisfaction. This role is designed for a dynamic individual ready to thrive in a customer-oriented virtual environment.

Qualifications

• 3+ years of experience preparing business tax returns for at least 20 clients.
• 2 seasons of personal tax preparation experience preferred.
• Proficient with technology and commercial tax software.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide tax advice and preparation for TurboTax Business customers.
• Document customer interactions and meet company performance metrics.

Skills

Communication

Customer Service

Problem Solving

Critical Thinking

Tax Preparation

Education

Active Preparer Tax Identification Number (PTIN)

Knowledge of Circular 230

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

1. This is a virtual, customer-facing role; you will be using our state-of-the-art video communications software (Smartlook) to interact with customers.
2. Help TurboTax Business customers who are working on their tax returns or have delegated their tax returns with:
   • Tax advice
   • Full Service Business return preparation and signature
   • Product/software inquiries
   • Tax calculations
   • Filing tax extensions
3. Create high-quality customer interactions and experiences that instill confidence using deep customer empathy, extensive knowledge, and expertise in business tax preparation and books-to-tax accounting entries.
4. Utilize government websites, professional resources, and team expertise to find and deliver the right answer to the customer in everyday language.
5. Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
6. Document customer interactions thoroughly.
7. Work towards meeting company key performance metrics and Big Bet Goals.
8. Participate in pilot testing, projects, and experience validations as needed.

Minimum Qualifications

1. Strong business tax preparation experience and extensive knowledge of tax laws, evidenced by 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.
2. Minimum of 2 seasons of personal tax preparation experience, with at least 30 returns per year, preferred.
3. Availability to work at least 20 hours per week, spread over three or more days.
4. Bookkeeping experience with books-to-tax preparation is strongly preferred.
5. Experience preparing business tax returns for service industry clients is preferred.
6. Ability to obtain or hold relevant state licenses, certificates, permits, or bonds.
7. Active Preparer Tax Identification Number (PTIN).
8. Knowledge of Circular 230.
9. Proficiency with technology, including computer operations and software.
10. Excellent customer service skills, with the ability to interact professionally via video and audio tools.
11. Strong verbal and written communication skills.
12. Critical thinking, problem solving, research skills, and determination.
13. Ability to work in a fast-paced environment with minimal supervision.
14. Reliable internet connection meeting security criteria.
15. Residency in the United States.