Seasonal Business Tax Expert

Intuit; Irvine (CA); Remote; USD 52,000 - 70,000; Part time

Job summary

A leading company in financial software seeks a skilled tax preparer to assist clients using TurboTax Live Business products. Ideal candidates have strong business tax preparation experience, are CPA/EA certified, and can interact professionally with clients. This opportunity offers the chance to shape new product offerings while engaging in meaningful customer support during tax season.

Qualifications

• 3+ years of experience in preparing federal and state business tax returns.
• Must possess an active, unrestricted credential: EA, CPA, or Attorney.
• Minimum of 2 tax seasons with personal tax experience strongly preferred.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Manage complex business tax returns for Partnerships and S Corporations.
• Maintain confidentiality and handle sensitive information responsibly.

Skills

Business tax preparation

Communication skills

Customer service

Critical thinking

Problem-solving

Education

CPA (Certified Public Accountant)

EA (Enrolled Agent)

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 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 both 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 practice or retail setting for compensation (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 customers is strongly preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess or be willing to obtain an active Preparer Tax Identification Number (PTIN).
• Commitment to a minimum schedule of at least 20 hours/week (minimum 4-hour shifts) throughout the tax season.
• Working knowledge of Circular 230.
• Proficiency with technology, including solid computer skills and familiarity with relevant software.
• Strong customer service skills, with the ability to interact professionally 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.
• Willingness to meet internet security criteria set by Intuit.

How you will lead

• What You Will Do:

  • Assist customers in completing their taxes using TurboTax products, providing sound professional judgment and timely service.
  • Maintain confidentiality and handle sensitive information responsibly.
  • Use government websites, professional resources, and team expertise to deliver accurate answers in everyday language.
  • This is a virtual, customer-facing role requiring interaction via video communication software, with proper documentation of interactions.
  • Engage 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!