Business Tax Specialist - Work From Home - 3+ Yrs Paid Tax Experience Required | Phoenix, AZ, USA

Intuit; Phoenix (AZ); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company in financial solutions is seeking a Business Tax Specialist to assist clients in tax preparation using TurboTax products. The ideal candidate will have at least 3 years of experience with complex business tax returns and hold an active EA/CPA license. This remote role offers the flexibility of managing customer interactions and leveraging expertise to deliver professional advice during the tax season.

Qualifications

• 3+ years of experience preparing federal and state business tax returns (1065 and/or 1120-S).
• Minimum of 2 seasons of personal tax preparation experience preferred.
• Strong knowledge of federal and state tax laws and regulations.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Manage complex business tax returns for Partnerships and S Corporations.
• Provide accurate advice applying professional judgment.

Skills

Communication

Critical Thinking

Customer Service

Problem Solving

Education

Active, unrestricted credential: EA, CPA, or Practicing Attorney

Tools

Commercial tax software

Job description

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

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 prioritize our customers' success.

You will contribute to this mission 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 new product, TurboTax Live Business, while working at Fortune's #11 ranked company on the 100 Best Companies to Work For list.

If you are highly motivated with business tax preparation experience, excellent communication skills, and hold 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.
• 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, spread over three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry clients is a plus.
• Ability to obtain any required state licenses, certificates, or permits.
• Active Preparer Tax Identification Number (PTIN).
• Commitment to a minimum schedule of 20 hours/week during the 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 in a fast-paced environment with minimal supervision.
• Willingness to meet internet security requirements.

How you will lead

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

• Maintain confidentiality and handle sensitive information responsibly.

• Use government websites, professional resources, and team expertise to find and communicate accurate answers in understandable language.

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

• Uphold Intuit’s values, including integrity and professionalism, in all interactions.

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

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