Business Tax Preparer - Work From Home | Charleston, SC, USA

Intuit; Charleston (SC); Remote; USD 60,000 - 90,000; Full time

Job summary

A leading technology company is looking for a tax professional to provide expert guidance and preparation services for business tax returns. The ideal candidate will possess extensive knowledge of federal and state tax laws, have at least three years of experience in business tax preparation, and demonstrate strong communication and customer service skills. This role is virtual, requiring a commitment of 20 hours per week, with the potential for high earnings based on experience and performance.

Qualifications

• 3+ years of recent experience preparing federal and state business tax returns for at least 20 clients per season.
• Minimum of 2 seasons of personal tax preparation experience.
• Ability to obtain relevant state licenses and possess an Active Preparer Tax Identification Number (PTIN).

Responsibilities

• Provide expert guidance and tax preparation for business clients.
• Assist TurboTax Business customers with tax advice and return preparation.
• Document all customer interactions and meet company KPIs.

Skills

Business tax preparation experience

Knowledge of tax laws

Customer service skills

Communication skills

Critical thinking

Education

Experience preparing federal and state business tax returns

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.

What you'll bring

• Strong business tax preparation experience and extensive knowledge of tax laws, evidenced by 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 tax returns per year in a practice or retail setting, strongly preferred.
• Availability to work a minimum of 20 hours per week, spread across three or more days.
• Bookkeeping experience related to tax preparation is strongly preferred.
• Experience preparing business tax returns for service industry clients is strongly preferred.
• 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, including computer operations 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.
• Willingness to meet security criteria for internet connection.
• Residency in the United States.

How you will lead

• This is a virtual, customer-facing role; you will use our state-of-the-art video communication software (Smartlook) to interact with customers.
• Assist TurboTax Business customers with:

- Tax advice

- Full-service business return preparation and signing

- Product/software inquiries

- Tax calculations

- 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 and deliver accurate answers in everyday language.
• Apply company practices, procedures, and policies to troubleshoot and resolve tax-related inquiries and return preparations.
• Document all customer interactions thoroughly.
• Continuously work toward meeting company KPIs and Big Bet Goals.
• Participate in pilot testing, projects, and validation activities as needed.

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