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

California Jobs; Los Angeles (CA); Remote; USD 50,000 - 80,000; Full time

Job summary

A leading company in financial services is looking for a Business Tax Preparer to work from home. This role requires expert knowledge in business tax returns for Partnerships and S Corporations, along with strong customer service skills. The successful candidate will leverage TurboTax Business products to assist clients remotely. This position offers the opportunity to contribute to the mission of empowering prosperity while handling varied client needs in a fast-paced environment.

Qualifications

• 3+ years of tax preparation experience for business clients.
• Minimum of 2 seasons of personal Tax Preparation experience.
• Experience with TurboTax Business products preferred.

Responsibilities

• Provide guidance and prepare complex business tax returns.
• Assist clients through video communication.
• Manage client interactions and ensure compliance with tax laws.

Skills

Business tax preparation

Customer service

Tax software

Critical thinking

Problem solving

Education

Preparer Tax Identification Number (PTIN)

Job description

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

Business Tax Preparer - Work From Home - 3+ Yrs Paid Tax Experience Required at Intuit summary:

As a Business Tax Preparer at Intuit, you will provide expert guidance and prepare complex business tax returns for Partnerships and S Corporations, leveraging over three years of paid tax experience. You will assist customers remotely using TurboTax Business products, delivering high-quality service through video communication while ensuring compliance with federal and state tax laws. This role requires strong knowledge of tax regulations, customer service skills, and proficiency with tax software to help clients efficiently file and manage their business tax obligations.Overview

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 everyday 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 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.What you'll bring

Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.Minimum of 2 seasons of personal Tax Preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferredMust be available to work a minimum of 20 hours per week, spread across three or more days.Bookkeeping experience with books to tax preparation is strongly preferred.Experience preparing Business Tax returns for service industry customers strongly preferred.Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.Must possess an active Preparer Tax Identification Number (PTIN).Working knowledge of Circular 230.Proficient with technology; solid knowledge of computer operations and software.Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.Excellent verbal and written communication skillsCritical thinking, problem solving, research skills, and determination.Ability to work in a fast-paced environment with minimal supervision.Must have (or be willing to obtain) internet connection that meets Intuit Security criteria.Must reside in the United States.How you will lead

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 who are working on their tax returns or have delegated their tax returns with:o Tax adviceo Full Service Business return preparation and signatureo Product/software inquireso Tax calculationso Filing tax extensionsCreate high quality customer interactions and experiences that instill confidence using deep customer empathy, and your extensive knowledge and expertise in the field of business tax preparation and books to tax accounting entries.Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparationDocument customer interactionsWork continuously toward meeting company key performance metrics and Big Bet Goals.Participate in pilot testing, projects, and experience validations, as needed

Keywords:

business tax preparation, federal tax returns, state tax returns, TurboTax Business, customer service, tax software, Partnership tax returns, S Corporation tax returns, virtual tax preparation, PTIN

About the company

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