Remote Tax Expert for Business Returns | TurboTax Live

Intuit, Inc.; St. Louis (MO); Remote; USD 62,000 - 73,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to join the TurboTax Live Business team. You will manage complex business tax returns for partnerships and S Corporations, applying knowledge of federal and state tax laws.

This virtual, customer-facing role uses advanced video tools to deliver tax advice and full-service preparation. Responsibilities include working with TurboTax Business customers, documenting interactions, and meeting performance metrics.

Qualifications

• 3 or more 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 active unrestricted credential: EA, CPA, or Practicing Attorney
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for clients for compensation
• Bookkeeping experience 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/bonds
• Must possess an active PTIN
• Working knowledge of Circular 230
• Proficient with technology; solid knowledge of computer operations and software
• Strong customer service skills – professional, friendly, confident manner
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills
• Ability to work in a fast-paced environment with minimal supervision
• Commit to peak filing periods (March 15 & April 15)
• Dedicated hardwired internet and quiet workspace required
• Must reside in the United States

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Help TurboTax Business customers with tax returns: tax advice, full-service business return prep and signature, product/software inquiries, understanding tax calculations, and filing extensions.
• Create high-quality customer interactions using deep customer empathy and expertise in business tax prep and related accounting.
• Utilize government websites and professional resources to deliver accurate answers in everyday language.
• Apply company policies to troubleshoot and resolve tax advice and return preparation.
• Document customer interactions.
• Aim to meet company KPIs and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Business tax preparation

Federal/state tax returns (business)

Professional credential (CPA/EA/Attny)

Individual 1040 returns experience

Bookkeeping to tax prep

Schedule C experience

Service industry tax returns

PTIN knowledge

Circular 230 knowledge

Technology proficiency

Customer service

Verbal/written communication

Critical thinking

Education

Active professional credential (EA/CPA/Attorney)

Tools

TurboTax Business Software

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to join the TurboTax Live Business team. You will manage complex business tax returns for partnerships and S Corporations, applying knowledge of federal and state tax laws.

This virtual, customer-facing role uses advanced video tools to deliver tax advice and full-service preparation. Responsibilities include working with TurboTax Business customers, documenting interactions, and meeting performance metrics.