Remote Personal Tax Preparer

California Jobs; Sacramento (CA); Remote; USD 60,000 - 85,000; Full time

Job summary

A leading company seeks a Business Tax Associate to manage complex tax returns for Partnerships and S Corporations. This remote role requires expertise in federal and state tax laws, providing exceptional customer service through virtual communication. Join a Fortune Top 100 Company and help shape the future of TurboTax Live Business.

Qualifications

• Experience in preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season.
• Strong knowledge of federal and state tax laws required.
• Active Preparer Tax Identification Number (PTIN).

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide customer service via video and audio tools professionally.
• Document interactions and work towards key performance metrics.

Skills

Customer Service

Problem Solving

Critical Thinking

Education

Minimum 3 years experience in tax preparation

Tools

TurboTax

Tax Software

Job description

Business Tax Associate - Work From Home at Intuit

Summary:

As a Business Tax Associate at Intuit, you will provide expert guidance and prepare complex business tax returns for Partnerships and S Corporations, primarily through TurboTax Live Business. Your role involves leveraging your strong knowledge of federal and state tax laws to assist customers via virtual video communications, ensuring accurate filings and excellent customer service. You will contribute to product development and continuous improvement, applying problem-solving and critical thinking skills in a remote environment.

Our goal is to Power Prosperity Around the World by offering expert guidance, tax preparation, and explanations of tax and technical terms. You will have the opportunity to influence the direction 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.

Responsibilities:

• Manage complex business tax returns for Partnerships and S Corporations.
• Possess a strong knowledge of federal and state tax laws for business and personal returns.
• Prepare and file business and personal tax returns, with a minimum of 3 years of recent experience.
• Experience in preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season.
• Optional but preferred: Bookkeeping experience, business tax returns for service industry clients, and experience with tax software.
• Maintain an active Preparer Tax Identification Number (PTIN).
• Provide customer service via video and audio tools in a professional manner.
• Assist customers with tax advice, full-service return preparation, product inquiries, tax calculations, and filing extensions.
• Create high-quality interactions that build confidence and trust.
• Utilize government websites and professional resources to deliver accurate answers.
• Document interactions and work towards key performance metrics.
• Participate in pilot testing and special projects as needed.

About the Company:

Talentify is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

We provide reasonable accommodations for applicants with disabilities. For assistance, contact [e-mail] or call 407-000-0000.

All new hires must complete Form I-9 and provide proof of identity and work eligibility. An Automated Employment Decision Tool (AEDT) will evaluate your skills and responses. For bias and data use details, visit www.talentify.io/bias-audit-report. NYC applicants may request accommodations at [e-mail] or 407-000-0000.