Seasonal Business Tax Expert

Intuit; Arizona; On-site; USD 60,000 - 80,000; Full time

Job summary

A leading company in financial software is seeking a Tax Advisor with strong expertise in business tax preparation. You will guide customers through tax processes using TurboTax, ensuring excellent service and compliance with tax laws. Candidates should have 3+ years of experience, exceptional communication skills, and an active EA, CPA, or attorney credential to support our mission of powering prosperity.

Qualifications

• At least 3 years of recent experience preparing federal and state business tax returns.
• Minimum of 2 seasons of personal tax preparation experience preferred.
• Active Preparer Tax Identification Number (PTIN).

Responsibilities

• Assist customers with tax completion using TurboTax.
• Maintain confidentiality of sensitive information.
• Engage with customers via video communication tools.

Skills

Communication

Customer Service

Critical Thinking

Problem-Solving

Technology Proficiency

Education

Active unrestricted credential: EA, CPA, or Practicing Attorney

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 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 our newest product, TurboTax Live Business, while working at a company ranked on Fortune's 100 Best Companies to Work For.

If you are highly motivated with business tax preparation experience, excellent communication skills, and hold an active, unrestricted credential (CPA/EA/Practicing Attorney), we need you to help our customers complete their taxes using Intuit TurboTax Business products.

The successful candidate will manage complex business tax returns for Partnerships and S Corporations, with strong knowledge of federal and state tax laws and regulations for business and personal tax returns, along with significant experience in preparing and filing them.

What you'll bring

• At least 3 years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for a minimum of 20 clients per season using commercial tax software.
• Active unrestricted credential: EA, CPA, or Practicing Attorney.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 returns per year, preferred.
• Availability to work a minimum of 20 hours per week, spread over three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry clients is strongly preferred.
• Ability to obtain necessary state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Commitment to at least 20 hours/week during the tax season.
• Knowledge of Circular 230.
• Proficiency with technology and software.
• Strong customer service skills and the ability to communicate professionally via 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.
• Willingness to meet internet security requirements.

How you will lead

• Assist customers in completing their taxes using TurboTax, providing sound professional advice and timely service.

• Maintain confidentiality of sensitive information.
• Use government and professional resources to find accurate answers, communicating in clear, everyday language.
• Engage with customers via video communication tools, documenting interactions accurately.
• Adhere to Intuit's values, including integrity and professionalism.

If you reside in the U.S. and are ready to help others with their taxes, APPLY NOW!