Remote Seasonal Business Tax Specialist

Intuit, Inc.; Sunnyvale (CA); Remote; USD 44,000 - 57,000; Full time

Job summary

Intuit, Inc. is seeking a talented tax professional to join TurboTax Live Business. You will guide customers through complex business tax returns and explain legal terms using clear language, all in a virtual, customer-facing setting.

The role emphasizes accuracy, strong communication, and the ability to work during peak filing periods and from a quiet, dedicated workspace in the United States. A PTIN and state licenses are preferred, with competitive pay and benefits.

Qualifications

• 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 software.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for compensation using commercial tax software.
• Bookkeeping experience with books to tax preparation is strongly preferred.
• Experience preparing Schedule C returns (sole proprietorships) is required.
• Experience preparing Business Tax returns for service industry customers is required.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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 be able to commit to working during peak filing periods, including the March 15 and April 15 deadlines.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Help TurboTax Business customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service Business return preparation and signature, Product/software inquires, Understanding tax calculations, Filing tax extensions.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive knowledge and expertise in the field of business tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation.
• Document customer interactions
• Work continuously toward meeting company key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.

Skills

Business tax preparation

Tax knowledge

Customer service

Verbal and written communication

Problem solving

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a talented tax professional to join TurboTax Live Business. You will guide customers through complex business tax returns and explain legal terms using clear language, all in a virtual, customer-facing setting.

The role emphasizes accuracy, strong communication, and the ability to work during peak filing periods and from a quiet, dedicated workspace in the United States. A PTIN and state licenses are preferred, with competitive pay and benefits.