Business Tax Specialist - Work From Home

Intuit; Tampa (FL); Remote; USD 60,000 - 85,000; Full time

Job summary

A leading company in financial software solutions seeks a Business Tax Specialist to work from home. In this role, you will provide expert guidance and tax preparation services, manage complex business tax returns, and interact with customers using TurboTax products. Candidates with strong communication skills and the ability to work independently are encouraged to apply.

Qualifications

• At least 3 years of recent experience preparing federal and state business tax returns.
• Proficiency with technology and software.
• Availability to work at least 20 hours per week during tax season.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Maintain confidentiality of sensitive customer information.
• Document customer interactions accurately through video communication.

Skills

Communication

Customer Service

Problem Solving

Critical Thinking

Technical Proficiency

Education

Active CPA/EA/Practicing Attorney credential

Active Preparer Tax Identification Number (PTIN)

Job description

Business Tax Specialist - Work From Home

At Intuit, we believe everyone should have the opportunity to prosper. Our mission is Powering Prosperity Around the World, and we strive to live our values daily, prioritizing our customers' success.

As a Business Tax Specialist working from home, you will provide expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also have the opportunity to influence the development of TurboTax Live Business, one of our newest products, while working at Fortune's #11 ranked company on the 100 Best Companies to Work For list.

If you have business tax preparation experience, excellent communication skills, and an active, unrestricted credential (CPA/EA/Practicing Attorney), we invite you to help our customers complete their taxes using 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.

What you'll bring

• 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.
• Active, unrestricted credential: EA, CPA, or Practicing Attorney.
• Preferred: at least 2 seasons of personal tax preparation experience, with a minimum of 30 returns per year.
• 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 a plus.
• Ability to obtain necessary state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Commitment to a minimum of 20 hours/week during tax season.
• Knowledge of Circular 230.
• Proficiency with technology 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.
• Reliable internet connection meeting security standards.

How you will lead

• Assist customers in completing their taxes using TurboTax products, providing sound professional judgment and timely service.

• Maintain confidentiality of sensitive customer and business information.

• Use government websites, professional resources, and team expertise to find accurate answers, communicating in clear, everyday language.

• Interact with customers via video communication tools, documenting interactions accurately.

• Uphold Intuit’s operating values, including integrity and professionalism.

If you reside in the United States and are interested in earning supplemental income by helping people with their taxes, APPLY NOW!