Seasonal Business Tax Associate

Wahojobs; New York (NY, WA); Remote; Part time

Job summary

An innovative firm is seeking a motivated individual with expertise in business tax preparation. This virtual role involves assisting clients with their tax returns using advanced technology and providing exceptional customer service. You'll leverage your knowledge of federal and state tax laws to manage complex business tax returns for partnerships and S corporations. The ideal candidate will thrive in a fast-paced environment and possess strong communication skills. Join a dynamic team that values performance and offers competitive compensation, including bonuses and equity rewards. If you're passionate about helping clients navigate their tax needs, this opportunity is for you!

Benefits

Cash bonus

Equity rewards

Flexible work hours

Work from home

Qualifications

• 3+ years of business tax preparation experience required.
• Experience with 20+ clients per season using commercial tax software.
• Bookkeeping experience preferred.

Responsibilities

• Assist customers with tax advice and return preparation via video.
• Create high-quality customer interactions using deep empathy.
• Document customer interactions and meet performance metrics.

Skills

Business tax preparation

Federal and state tax laws

Communication skills

Customer service skills

Critical thinking

Problem solving

Technology proficiency

Bookkeeping

Education

Active Preparer Tax Identification Number (PTIN)

State licenses or certificates

Tools

Intuit TurboTax Business

Smartlook (video communications software)

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.

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.
• 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.
• Commit to a minimum schedule of at least 20 hours/week (minimum 4 hour shift increments) throughout the tax season.
• 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 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 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.

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 inquiries, 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.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is New York $25.40 - $34.40, Colorado $24.30 - $32.90, Washington $25.40 - $34.40, Washington D.C. $18.50 - $25.50. 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.