Seasonal Business Tax Associate

Intuit, Inc.; New York (NY); Sur place; USD 44 000 - 56 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a Tax Specialist to assist customers with business tax preparation for TurboTax Live Business. You will handle complex returns for Partnerships and S-Corps, with strong knowledge of federal and state tax rules and proficient use of tax software.

The role is virtual, requiring excellent communication, the ability to work during peak filing periods (March and April), and a drive to deliver accurate, language-clear tax guidance to clients nationwide.

Qualifications

• 3+ years of business tax return prep (Form 1065/1120-S) for many clients.
• 2+ years of individual 1040 tax return prep.
• Bookkeeping or Schedule C experience preferred.
• Active PTIN or ability to obtain.
• Knowledge of Circular 230 and tax compliance.

Responsabilités

• Interact with customers via video and audio tools in a professional manner.
• Provide tax advice and complete full-service business return preparation (Partnerships/S-Corps).
• Address product questions and understand tax calculations.
• Document customer interactions and maintain accurate records.
• Aim to meet KPIs and participate in projects/trainings.

Connaissances

Business tax prep

Tax laws (federal/state)

PTIN awareness

Circular 230 knowledge

Customer service

Verbal communication

Written communication

Problem solving

Research skills

Fast-paced work

Video/Audio tools

Formation

PTIN/license eligibility

Outils

Tax software

Description du poste

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 our newest product offerings, TurboTax Live Business, while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.

Job Description

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:
  • 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 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
• 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.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Qualifications

• 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/customers per season for compensation, using commercial tax preparation software.
• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers for compensation, using commercial tax preparation 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 any 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.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria and a quiet location in which to work.
• Must reside in the United States.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

Bay Area California $32.21 - $41.16

Southern California $32.21 - $41.16

Colorado $30.68 - $39.20

New York $32.21 - $41.16

Washington $32.21 - $41.16

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.