Business Tax Specialist - Work From Home | San Francisco, CA, USA

Intuit; San Francisco (CA); Remote; USD 65,000 - 90,000; Full time

Job summary

A leading financial software company is seeking a Business Tax Specialist to provide expert tax preparation support from home. The ideal candidate will have significant experience in preparing federal and state business tax returns, strong communication skills, and necessary credentials. This role offers the chance to influence product development and assist diverse clients while working with a reputable team.

Qualifications

• At least 3 years recent experience preparing business tax returns (1065 and/or 1120-S).
• Availability to work at least 20 hours per week during tax season.
• Bookkeeping experience preferred.

Responsibilities

• Assist customers with tax preparation and inquiries.
• Handle sensitive customer information responsibly.
• Engage with customers via secure video communication.

Skills

Communication

Customer Service

Problem-solving

Critical Thinking

Technology Proficiency

Education

Active, unrestricted credential (CPA/EA/Practicing Attorney)

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. 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. Additionally, you'll have the opportunity to influence the development of our new product, TurboTax Live Business, while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.

If you are highly motivated, with 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 Intuit 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 for business and personal tax returns, along with significant experience in preparing and filing these 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.
• Preferably, 2+ seasons of personal tax preparation experience, with at least 30 returns per year in a professional or retail setting.
• 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 any necessary state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Willingness to commit to a minimum of 20 hours/week during tax season, in 4-hour shift increments.
• 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

• What You Will Do:

  • Assist customers in completing their taxes using TurboTax products, providing advice, full-service return preparation, and managing inquiries.
  • Handle sensitive customer and proprietary information responsibly.
  • Use government websites, professional resources, and team expertise to provide accurate answers in understandable language.
  • Engage with customers via secure video communication, documenting interactions accurately.
  • Maintain professionalism and uphold Intuit’s values, including integrity.

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

Boost your career

Find thousands of job opportunities by signing up at eFinancialCareers today.