Seasonal Business Tax Associate

Intuit; San Francisco (CA); Remote; USD 30,000 - 50,000; Part time

Job summary

A leading company in tax technology is seeking a Seasonal Business Tax Associate for a virtual, part-time role. The ideal candidate will help customers with tax preparation and guidance, requiring a strong foundation in business tax laws and exceptional communication skills. Join us to empower customers and support our mission of 'Powering Prosperity Around the World.'

Qualifications

• 3+ years of experience in business tax preparation.
• Strong customer service skills with a focus on communication.
• Experience with tax laws and regulations.

Responsibilities

• Assist customers with tax advice and return preparation.
• Create high-quality customer interactions using video communication.
• Document customer interactions and work towards performance metrics.

Skills

Communication

Critical thinking

Problem solving

Customer service

Bookkeeping

Job description

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Overview
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 business and personal tax returns.

What you'll bring

• 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 per season using commercial tax preparation software.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per year, in a practice or retail setting, for compensation.
• 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.
• Must possess or be able to obtain any related 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 – 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.
• Must have (or be willing to obtain) internet connection that meets security criteria.
• Must 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). Responsibilities include:

• Assisting TurboTax Business customers with tax advice, full-service return preparation and signing, product inquiries, tax calculations, and filing extensions.
• Creating high-quality customer interactions that instill confidence through deep empathy and expertise.
• Leveraging government websites, professional resources, and team expertise to deliver accurate answers in everyday language.
• Applying company practices and policies to troubleshoot and resolve customer issues.
• Documenting customer interactions and working towards key performance metrics and goals.
• Participating in pilot testing, projects, and validation activities as needed.

Senior level

• Associate

Employment type

• Part-time

Job function

• Accounting/Auditing and Finance

Industries

• Software Development

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