Seasonal Business Tax Associate

Intuit; Sacramento (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

Intuit is seeking an experienced business tax preparer to provide expert guidance and tax preparation for clients using TurboTax Live Business. The role involves managing complex business tax returns, providing exceptional customer service, and leveraging technology to enhance client interactions. A strong background in federal and state tax laws is essential, along with effective communication skills.

Qualifications

• Minimum 3 years experience preparing federal and state business tax returns for at least 20 clients.
• Availability to work at least 20 hours per week.
• Experience with commercial tax software required.

Responsibilities

• Assist TurboTax Business customers with tax advice and return preparation.
• Create high-quality customer interactions through video communications.
• Document all customer interactions thoroughly.

Skills

Customer service skills

Problem-solving skills

Communication skills

Bookkeeping

Critical thinking

Education

Active Preparer Tax Identification Number (PTIN)

Knowledge of Circular 230

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 towards 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.

Responsibilities

• This is a virtual, customer-facing role; you will use our state-of-the-art video communications software (Smartlook) to interact with customers.
• Assist TurboTax Business customers with:

• Tax advice
• Full-service business return preparation and signature
• Product/software inquiries
• Tax calculations
• Filing tax extensions

• Create high-quality customer interactions that instill confidence through deep empathy, extensive knowledge, and expertise in business tax preparation and accounting entries.
• Leverage government websites, professional resources, and team expertise to find and deliver accurate answers using clear, everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer issues related to tax advice and return preparation.
• Document all customer interactions thoroughly.
• Work toward meeting key performance metrics and company goals.
• Participate in pilot testing, projects, and experience validations as needed.

Minimum Qualifications

• At least 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, preferred.
• Availability to work at least 20 hours per week, spread over three or more days.
• Bookkeeping experience with books-to-tax preparation is strongly preferred.
• Experience preparing business tax returns for service industry clients is preferred.
• Ability to obtain any required state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Knowledge of Circular 230.
• Proficiency with technology and software.
• Strong customer service skills, with the ability to interact professionally through video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem-solving, research skills, and determination.
• Ability to work independently in a fast-paced environment.
• Reliable internet connection meeting security criteria.
• Reside in the United States.