Seasonal Business Tax Associate

Intuit; Dallas (TX); Remote; USD 60,000 - 90,000; Full time

Job summary

Intuit recherche un préparateur fiscal motivé, expert en préparation fiscale d'entreprise et personnelle. Vous interagirez avec les clients via des technologies de communication à distance, fournissant des conseils et préparant des déclarations fiscales. Avec un minimum de 20 heures de travail par semaine, ce rôle est idéal pour quelqu'un qui aime résoudre des problèmes tout en excellant dans un environnement dynamique.

Qualifications

• 3+ ans d'expérience en préparation fiscale pour entreprises (1065 et/ou 1120-S).
• 2 saisons d'expérience en préparation fiscale personnelle, préférée.
• Expérience en comptabilité et préparation fiscale.
• Compétences solides en technologie requises.

Responsibilities

• Préparer et gérer les déclarations fiscales complexes pour partenariats et S Corporations.
• Fournir des conseils fiscaux aux clients via des outils vidéo.
• Documenter minutieusement les interactions clients.

Skills

Communication

Service client

Pensée critique

Résolution de problèmes

Education

Preparer Tax Identification Number (PTIN)

Job description

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.

Responsibilities

• 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:

o Tax advice

o Full Service Business return preparation and signature

o Product/software inquiries

o Tax calculations

o Filing tax extensions

• Create high-quality customer interactions and experiences that instill confidence using deep customer empathy, and your extensive knowledge and expertise in business tax preparation and books-to-tax accounting entries.
• 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 issues.
• Document customer interactions thoroughly.
• Work continuously toward meeting company key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.

Qualifications

• 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 software.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per year in a professional or retail setting, preferred.
• Availability 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 clients is strongly preferred.
• Must possess or be able to obtain any required state licenses, certificates, permits, or bonds.
• Must have an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficiency with technology; solid knowledge of computer operations and software.
• Strong customer service skills, with the ability to interact professionally, friendly, and confidently via video and audio tools.
• 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.
• Willingness to obtain and maintain internet security standards.
• Must reside in the United States.