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

Intuit; Sacramento (CA); Remote; USD 70,000 - 100,000; Full time

Job summary

A leading company in financial software is looking for a Tax Preparer to manage business tax returns and provide customer support via video communication. Ideal candidates will have extensive experience in federal and state tax preparation for businesses, as well as excellent communication skills. This virtual role allows for flexible hours, with a focus on customer engagement and high-quality service through the use of innovative technology.

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.
• Proficiency with technology and software.
• Residency in the United States required.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide expert guidance and tax preparation to customers using TurboTax Business products.
• Document all customer interactions thoroughly.

Skills

Tax Preparation

Communication

Problem-Solving

Customer Service

Critical Thinking

Job description

At Intuit, we believe everyone should have the opportunity to prosper. Our mission is Powering Prosperity Around the World. As a mission-driven company, we live our values every day, prioritizing the success of our customers.

You will contribute to 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 influence the direction of TurboTax Live Business, one of our newest products, while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.

We are seeking a highly motivated individual with business tax preparation experience and excellent communication skills to help customers complete their taxes using TurboTax Business products.

The successful candidate will manage complex business tax returns for Partnerships and S Corporations. They should possess a strong knowledge of federal and state tax laws and regulations, with significant experience in preparing and filing business and personal tax returns.

Responsibilities

• This is a virtual, customer-facing role utilizing our video communication software (Smartlook) to interact with customers.
• Assist TurboTax Business customers with:

o Tax advice

o Full-service business return preparation and signature

o Product/software inquiries

o Tax calculations

o Filing tax extensions

• Create high-quality customer interactions that build confidence through deep empathy and your expertise in business tax preparation and accounting.
• Leverage government websites, professional resources, and team expertise to provide accurate answers in everyday language.
• Follow defined practices, procedures, and policies to troubleshoot and resolve customer issues related to tax advice and return preparation.
• Document all customer interactions thoroughly.
• Work toward meeting company KPIs and Big Bet 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 is strongly preferred.
• Experience preparing business tax returns for service industry clients is preferred.
• Ability to obtain necessary state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Proficiency with technology and software.
• Strong customer service skills, with professional video and audio communication abilities.
• 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.
• Residency in the United States required.