Seasonal Business Tax Expert

Intuit; Houston (TX); Remote; USD 60,000 - 90,000; Full time

Job summary

A leading company seeks a Tax Preparer to assist clients in completing business tax returns using TurboTax. The role requires extensive knowledge of tax laws, excellent communication skills, and an active CPA/EA credential. This is a virtual customer-facing position, demanding a dedicated professional ready to thrive in a fast-paced environment.

Qualifications

• 3+ years of business tax preparation experience for federal and state returns.
• Minimum 2 seasons of personal tax preparation experience preferred.
• Proficiency with technology and software.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Manage complex business tax returns for Partnerships and S Corporations.
• Provide professional tax advice and full-service return preparation.

Skills

Strong business tax preparation experience

Knowledge of tax laws

Excellent communication skills

Customer service skills

Critical thinking

Education

CPA, EA, or Practicing Attorney credential

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 a 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 these returns.

What you'll bring

• Strong business tax preparation experience and extensive knowledge of tax laws, 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 software.
• Must possess an active, unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per year in a tax practice or retail setting, strongly 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 any related state licenses, certificates, permits, or bonds.
• Must have or be willing to obtain an active Preparer Tax Identification Number (PTIN).
• Commitment to a minimum schedule of at least 20 hours/week during the tax season.
• Working knowledge of Circular 230.
• Proficiency with technology, including solid knowledge of 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.
• Willingness to meet internet security criteria.

How you will lead

• What You Will Do:

  • Help customers complete their taxes using TurboTax products, providing sound professional judgment, tax advice, and full-service return preparation.
  • Maintain sensitive customer and proprietary information responsibly and securely.
  • Utilize government websites, professional resources, and team expertise to find and deliver accurate answers in everyday language.
  • This is a virtual, customer-facing role; you will use our video communication software to interact with customers and document interactions accurately.
  • Interact professionally with customers and team members, promoting Intuit's values, including "integrity without compromise."

  If you reside in the United States and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!