Business Tax Preparer - Work From Home - 3+ Yrs Paid Tax Experience Required

Intuit; Dallas (TX); Remote; USD 60,000 - 85,000; Full time

Job summary

Join a leading company dedicated to empowering customers with tax preparation services as a Tax Professional. In this virtual role, you will provide expert guidance and manage business tax returns, leveraging your strong knowledge of federal and state tax laws. The position requires excellent communication skills and the ability to thrive in a fast-paced, customer-centric environment.

Qualifications

• At least 3 years of recent experience preparing federal and state business tax returns.
• Proficiency with technology and software.
• Bookkeeping experience is strongly preferred.

Responsibilities

• Assist TurboTax Business customers with tax advice and return preparation.
• Document customer interactions thoroughly.
• Work towards meeting company KPIs and Big Bet Goals.

Skills

Customer service skills

Critical thinking

Problem-solving

Research skills

Communication

Education

Preparer Tax Identification Number (PTIN)

Knowledge of Circular 230

Tools

Commercial tax software

Video communication tools

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 towards advancing our goal 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 strong knowledge of federal and state tax laws and regulations for business and personal tax returns, along with significant experience in preparing and filing these returns.

Responsibilities

1. This is a virtual, customer-facing role; you will use our state-of-the-art video communications software (Smartlook) to interact with customers.
2. Assist 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, leveraging deep customer empathy and your expertise in business tax preparation and accounting.

Utilize government websites, professional resources, and team expertise to find and deliver accurate answers using clear, everyday language.

Apply defined practices, procedures, and policies to troubleshoot and resolve customer issues related to tax advice and return preparation.

Document customer interactions thoroughly.

Work towards meeting company KPIs and Big Bet Goals.

Participate in pilot testing, projects, and 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 a minimum of 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 at least 20 hours per week across three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry clients is strongly preferred.
• Ability to obtain necessary state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Knowledge of Circular 230.
• Proficiency with technology 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 independently in a fast-paced environment.
• Reliable internet connection meeting security standards.
• Reside in the United States.