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

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

Job summary

A leading company is seeking a highly motivated individual for a virtual tax preparation role focused on business tax returns. The successful candidate will help customers navigate their tax obligations, ensuring high-quality service and compliance with federal and state laws. Candidates must have significant experience in tax returns and demonstrate excellent communication skills.

Qualifications

• At least 3 years of recent experience preparing federal and state business tax returns for a minimum of 20 clients.
• Bookkeeping experience with books-to-tax preparation preferred.
• Active Preparer Tax Identification Number (PTIN) required.

Responsibilities

• Provide expert guidance on business tax preparation via video communications.
• Manage and prepare complex business tax returns for Partnerships and S Corporations.
• Document customer interactions thoroughly and follow company policies.

Skills

Critical thinking

Problem-solving

Research skills

Customer service

Communication

Tools

Commercial tax software

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 these 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 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.

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

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

Document customer interactions thoroughly.

Work towards meeting company key performance metrics and goals.

Participate in pilot testing, projects, and experience validations as needed.

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 with books-to-tax preparation strongly preferred.
• Experience preparing business tax returns for service industry clients is a plus.
• Ability to obtain or possess relevant 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 communicate 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.
• Willingness to meet security and internet requirements.
• Must reside in the United States.