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

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

Job summary

Une entreprise innovante, Intuit, recherche un spécialiste en préparation fiscale pour rejoindre son équipe et soutenir les clients dans leurs déclarations fiscales commerciales. Le rôle implique de travailler avec des clients via une interface vidéo, en offrant des conseils d'expertise et une préparation de déclarations complexes. Avec une expérience solide dans la préparation des déclarations fiscales et un engagement envers un service à la clientèle de qualité, le candidat idéal saura naviguer dans les défis fiscaux avec compétence et efficacité.

Qualifications

• Au moins 3 ans d'expérience récente dans la préparation de déclarations fiscales d'entreprise.
• Connaissance des lois fiscales fédérales et étatiques.
• Disponibilité de travail d'au moins 20 heures par semaine.

Responsibilities

• Préparer des déclarations fiscales complexes pour des sociétés de personnes et des S Corporations.
• Interagir avec les clients via un logiciel vidéo avancé.
• Fournir des conseils fiscaux et des calculs d'impôts.

Skills

Communication

Service client

Pensée critique

Résolution de problèmes

Tools

Logiciel de préparation fiscale

Smartlook

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 daily, prioritizing our customers' success.

You will contribute to our goal by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. Additionally, you will have the opportunity to influence the direction of our newest product, TurboTax Live Business, while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.

If you are highly motivated, have business tax preparation experience, and excellent communication skills, we need you to assist our customers in completing their taxes using Intuit TurboTax Business products.

The successful candidate will manage complex business tax returns for Partnerships and S Corporations. A strong knowledge of federal and state tax laws and regulations, along with significant experience in preparing and filing business and personal tax returns, is essential.

Responsibilities

• This is a virtual, customer-facing role using our advanced video 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 empathy, extensive knowledge, and expertise in business tax preparation and accounting.
• Use government websites, professional resources, and team expertise to find accurate answers, communicated in everyday language.
• Apply company practices, procedures, and policies to troubleshoot and resolve customer issues related to tax advice and return preparation.
• Document all customer interactions thoroughly.
• Work towards meeting company KPIs and Big Bet Goals.
• Participate in pilot testing, projects, and validation activities as needed.

Qualifications

• At least 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.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 returns per year, in a professional or retail setting.
• Availability to work a minimum of 20 hours per week across three or more days.
• Bookkeeping experience with books-to-tax preparation is highly 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) required.
• Knowledge of Circular 230.
• Proficiency with technology and software.
• Strong customer service skills, capable of interacting 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.