Seasonal Business Tax Expert

Intuit; Arizona City (AZ); Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their team as a tax preparation expert. In this dynamic role, you'll provide invaluable guidance to clients, helping them navigate the complexities of business tax returns using advanced software solutions. You'll be part of a mission-driven organization that values integrity and customer success. This position offers the chance to work in a virtual environment, interact with clients through state-of-the-art communication tools, and contribute to a culture of excellence. If you have a passion for tax preparation and a commitment to customer service, this opportunity is perfect for you.

Qualifications

• 3+ years of experience in preparing federal and state business tax returns.
• Active unrestricted credential required: EA, CPA, or Attorney.

Responsibilities

• Provide expert tax advice and preparation services to clients.
• Maintain confidentiality and document customer interactions accurately.

Skills

Business Tax Preparation

Communication Skills

Critical Thinking

Problem Solving

Customer Service Skills

Education

Active CPA/EA/Practicing Attorney

Tax Preparation Experience

Tools

TurboTax Software

Commercial Tax Preparation Software

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, excellent communication skills, and 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 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.

Responsibilities

• What You Will Do:

  • In this role, you will help our customers complete their taxes using Intuit TurboTax products using sound professional judgment, and in an excellent and timely manner. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.”
  • Maintain sensitive customer, confidential and/or proprietary business information in a responsible, reliable, and safe manner.
  • You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
  • This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers in a responsible, reliable and safe manner, and you will document interactions to maintain accurate records.
  • Interact with customers and team members in a professional manner while adhering to and promoting Intuit’s operating values, including “integrity without compromise.”

Minimum Requirements

• 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/customers per season for compensation, using commercial tax preparation software.
• Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
• Minimum of 2 seasons of personal Tax Preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred.
• Must be available to work a minimum of 20 hours per week, spread across three or more days.
• Bookkeeping experience with books to tax preparation is strongly preferred.
• Experience preparing Business Tax returns for service industry customers strongly preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Commit to a minimum schedule of at least 20 hours/week (minimum 4 hour shift increments) throughout the tax season.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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 Intuit Security criteria.