Seasonal Business Tax Associate

Intuit; Creedmoor (NC); Remote; USD 10,000 - 60,000; Part time

Job summary

A leading software company in the United States is seeking a part-time tax preparer for TurboTax Live Business. You will manage complex business tax returns and provide expert guidance to clients. Ideal candidates will have extensive tax preparation experience and excellent communication skills, working remotely and potentially earning competitive compensation based on their skills and location.

Qualifications

• 3+ years of recent experience preparing federal and state business tax returns.
• Minimum of 2 seasons of personal tax preparation experience.
• Proficient with technology and solid knowledge of computer operations.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide tax advice and full-service business return preparation.
• Document customer interactions and meet company key performance metrics.

Skills

Business tax preparation experience

Customer service skills

Critical thinking

Education

Active CPA/EA/Practicing Attorney credential

Tools

Commercial tax preparation software

Video communications software

Job description

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 everyday 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, excellent communication skills and an active, unrestricted credential (CPA/EA/Practicing Attorney), 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 Do

• Maintain sensitive customer, confidential and/or proprietary business information in a responsible, reliable, and safe manner.
• Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• 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 inquiries, tax calculations, and filing tax extensions.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive knowledge in business tax preparation and books-to-tax accounting entries.
• Document customer interactions and work toward meeting company key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.

What You Need

• Strong business tax preparation experience and extensive knowledge of tax laws 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, using commercial tax preparation software.
• Minimum of 2 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax 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 with books-to-tax preparation is strongly preferred.
• Experience preparing business tax returns for service industry customers strongly preferred.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds; active PTIN required; 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 have (or be willing to obtain) internet connection that meets Intuit Security criteria and must reside in the United States.

Compensation and Other Details

Intuit Provides a Competitive Compensation Package With a Strong Pay For Performance Rewards Approach. The expected base pay ranges by location include: Bay Area California $31.10 - $35.50; Southern California $31.10 - $35.50; Colorado $29.60 - $34.10; Hawaii $31.10 - $35.50; Illinois $29.60 - $34.10; Maryland $29.60 - $34.10; Massachusetts $31.10 - $35.50; Minnesota $26.60 - $33.80; New Jersey $31.10 - $35.50; New York $31.10 - $35.50; Ohio $26.60 - $33.80; Vermont $29.60 - $34.10; Washington $31.10 - $35.50; Washington DC $29.60 - $34.10. This position may be eligible for a cash bonus, equity rewards, and benefits per applicable plans. Pay offered is based on job-related knowledge, skills, experience, and work location. Intuit conducts regular pay equity reviews across ethnicity and gender categories.

What you'll bring and How you will lead

Seniority level

• Associate

Employment type

• Part-time

Job function

• Accounting/Auditing and Finance

Industries

• Software Development