Seasonal Business Tax Associate | Charleston, SC, USA

Intuit; Charleston (SC); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading financial technology company seeks a Tax Preparer to support clients using TurboTax products. In this virtual role, you'll leverage your tax expertise to guide businesses through complex tax returns, ensuring compliance with federal and state laws. Ideal candidates will have significant experience in tax preparation and a knack for excellent customer service. This position offers flexibility and a chance to thrive in a fast-paced environment while contributing to a mission-driven company focused on empowering financial success.

Qualifications

• 3+ years of business tax preparation experience for Partnerships and S Corporations.
• Strong knowledge of federal and state tax laws.
• Active Preparer Tax Identification Number (PTIN).

Responsibilities

• Provide expert guidance and preparation of tax returns for business clients.
• Assist customers with tax advice and product inquiries.
• Document all customer interactions thoroughly.

Skills

Business tax preparation experience

Excellent communication skills

Customer service skills

Critical thinking

Problem-solving skills

Tools

Commercial tax preparation software

Smartlook

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 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 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 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 professional setting, preferred.
• 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 relevant state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficiency with technology, computer operations, 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 in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) internet connection meeting Intuit security standards.
• Reside in the United States.

How you will lead

• This is a virtual, customer-facing role utilizing our advanced video communication software (Smartlook) to interact with customers.
• Assist TurboTax Business customers with:

• Tax advice

• Full-service business return preparation and signing

• Product/software inquiries

• Tax calculations

• Filing tax extensions

• Create high-quality customer interactions that build confidence through deep empathy and your expertise in business tax preparation and accounting.
• Leverage government websites, professional resources, and team expertise to provide accurate answers using everyday language.
• Follow defined practices, procedures, and policies to troubleshoot and resolve customer issues related to tax advice and return preparation.
• Document all customer interactions thoroughly.
• Work towards meeting company performance metrics and goals.
• Participate in pilot tests, projects, and validation activities as needed.

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