Business Tax Specialist - Work From Home | Phoenix, AZ, USA

Intuit; Phoenix (AZ); Remote; USD 30,000 - 70,000; Full time

Job summary

A leading company in financial services offers a remote Business Tax Specialist role. This position involves assisting customers with their taxes, focusing on efficient service with a commitment to customer satisfaction. Candidates should possess a strong background in business tax preparation and essential certifications.

Qualifications

• At least 3 years of recent experience preparing federal and state business tax returns for a minimum of 20 clients.
• Ability to obtain required state licenses, certificates, and permits.
• Knowledge of Circular 230 and proficient with tax software.

Responsibilities

• Assist customers in completing taxes using TurboTax products.
• Maintain confidentiality of customer information.
• Provide accurate, timely service via video communication.

Skills

Communication

Customer Service

Critical Thinking

Education

Active unrestricted credential: EA, CPA, or Practicing Attorney

Job description

Business Tax Specialist - Work From Home

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

You will contribute to this mission by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You'll also have the opportunity to influence the development of TurboTax Live Business, one of our newest products, while working at Fortune’s 11th ranked company on the 100 Best Companies to Work For.

If you are a motivated individual with business tax preparation experience, excellent communication skills, and an active, unrestricted credential (CPA/EA/Practicing Attorney), we need you to assist our customers in completing 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 required.

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 preparation software.
• Active unrestricted credential: EA, CPA, or Practicing Attorney.
• Preferably, at least 2 seasons of personal tax preparation experience, with a minimum of 30 returns per year in a practice or retail setting.
• 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 strongly preferred.
• Ability to obtain any required state licenses, certificates, permits, or bonds.
• 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, computer operations, and software.
• Excellent customer service skills, with the ability to interact professionally via video and audio tools.
• Strong 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 Intuit's security standards.

How you will lead

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

• Maintain confidentiality of sensitive customer and business information.

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

• This is a virtual role involving customer interactions via video communication software, with proper documentation of interactions.

• Interact professionally with customers and team members, upholding Intuit’s operating values, including integrity.

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

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