Seasonal Business Tax Associate

Intuit; Bishop (CA); Remote; USD 52,000 - 72,000; Part time

Job summary

A leading company in financial software is seeking a part-time Tax Associate to provide expert tax preparation for businesses. This customer-facing role involves managing business tax returns and offering clients guidance through advanced communication software. Ideal candidates will have significant tax preparation experience and excellent communication skills, playing a key role in helping customers achieve financial success. Enjoy working flexible hours while contributing to a high-ranking workplace dedicated to powering prosperity.

Qualifications

• 3+ years of recent experience in business tax preparation.
• Must have an active Preparer Tax Identification Number (PTIN).
• Experience preparing business tax returns for Partnerships and S Corporations preferred.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide expert guidance and explanations on tax-related issues.
• Interact with customers through video communications to assist with tax returns.

Skills

Tax preparation

Communication

Customer service

Critical thinking

Problem solving

Job description

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Overview

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 be working toward advancing 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 and excellent communication skills, 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 a 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 business and personal tax returns.

What you'll bring

• Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 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 for compensation, using commercial tax preparation software.
• Minimum of 2 seasons of personal tax preparation experience, with a minimum of 30 tax returns per year in a tax practice or retail setting for compensation, strongly preferred.
• Must be available to work a minimum of 20 hours per week, spread across three or more days.
• Bookkeeping experience related to tax preparation is strongly preferred.
• Experience preparing business tax returns for service industry clients strongly preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must have 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 professionally, friendly, and confidently.
• 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) internet connection that meets Intuit security criteria.
• Must reside in the United States.

How you will lead

• This is a virtual, customer-facing role; you will be using our state-of-the-art video communications software (Smartlook) 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 inquiries
• Tax calculations
• Filing tax extensions
• Create high-quality customer interactions that instill confidence using deep customer empathy, your extensive knowledge, and expertise in business tax preparation and bookkeeping.
• Leverage government websites, professional resources, and team expertise to find and deliver the right answer to the customer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and return preparation issues.
• Document customer interactions.
• Work toward meeting company key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.

Seniority level

• Associate

Employment type

• Part-time

Job function

• Accounting/Auditing and Finance

Industries

• Software Development

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