Business Tax Specialist - Work From Home | Sacramento, CA, USA

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

Job summary

A leading company seeks a motivated Business Tax Specialist to assist clients in navigating tax preparation using TurboTax products. The ideal candidate will possess relevant credentials and extensive tax preparation experience, engaging with customers effectively. Join a team focused on delivering high-quality service while working from home, contributing to our mission of Powering Prosperity Around the World.

Qualifications

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

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Manage complex business tax returns for Partnerships and S Corporations.
• Maintain sensitive customer information responsibly.

Skills

Business tax preparation

Communication

Customer service

Critical thinking

Technology proficiency

Education

Active EA, CPA, or Practicing Attorney credential

Job description

Business Tax Specialist - Work From Home

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 work towards 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, excellent communication skills, and an active, unrestricted credential (CPA/EA/Practicing Attorney), 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 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 preparation software.
• Must possess an active, unrestricted credential: EA, CPA, or Practicing Attorney.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per year, in a tax practice or retail setting.
• Availability to work at least 20 hours per week, spread across three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing Business Tax returns for service industry customers is strongly preferred.
• Must possess or be able to obtain relevant state licenses, certificates, permits, or bonds.
• Must have or be willing to obtain a Preparer Tax Identification Number (PTIN).
• Commit to a minimum schedule of 20 hours/week during the tax season.
• Working knowledge of Circular 230.
• Proficiency with technology and software.
• Strong customer service skills, with the ability to interact professionally through 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.
• Must have or be willing to obtain an internet connection that meets security criteria.

How you will lead

• Help customers complete their taxes using TurboTax products, providing sound professional judgment and timely service.

• Maintain sensitive customer and business information responsibly.
• Utilize government websites, professional resources, and team expertise to deliver accurate answers in everyday language.
• Engage with customers via video communication software, documenting interactions accurately.
• Interact professionally, adhering to 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!