Seasonal Business Tax Associate

Intuit; Orlando (FL); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company is seeking a business tax preparer to assist customers with tax preparation and guidance. The role requires significant experience in managing business tax returns and communicating effectively with clients. Join a highly ranked workplace and leverage your expertise to help customers navigate their tax needs.

Qualifications

• 3+ years of experience preparing federal and state business tax returns (1065 and/or 1120-S).
• 2 seasons of personal tax preparation experience, handling at least 30 returns per year.
• Strong knowledge of federal and state tax laws.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide tax advice and assist with full-service business return preparation.
• Create high-quality customer interactions using video communication software.

Skills

Business tax preparation

Customer service

Critical thinking

Problem-solving

Communication

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 work 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 these returns.

What you'll bring

• Strong business tax preparation experience and extensive knowledge of tax laws, evidenced by 3+ 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 returns per year in a professional or retail setting.
• Availability 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 is strongly preferred.
• Ability to obtain any necessary state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficiency with technology, including computer operations and software.
• Strong customer service skills, with the ability to interact professionally 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 meet internet security requirements and reside in the United States.

How you will lead

• This is a virtual, customer-facing role using our state-of-the-art video communication software (Smartlook).
• Assist TurboTax Business customers 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 that build confidence through empathy, expertise, and clear communication.
• Utilize government websites, professional resources, and team expertise to provide accurate answers using accessible language.
• Follow established practices, procedures, and policies to troubleshoot and resolve customer inquiries effectively.
• Document all customer interactions thoroughly.
• Strive to meet company performance metrics and goals.
• Participate in pilot tests, projects, and validation activities as needed.