Seasonal Business Tax Expert

Intuit; Modesto (CA); Remote; USD 57,000 - 73,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax Live Business customers with complex business returns and tax guidance in a virtual setting.

The role requires an active credential (CPA/EA/Practicing Attorney) and 3+ years of business tax experience, serving at least 20 clients per season. Location-flexible within the United States and peak filing periods apply.

Qualifications

• 3+ years of business tax return preparation experience (1065/1120-S) for at least 20 clients per season using tax software.
• Active unrestricted credential: EA, CPA, or Practicing Attorney.
• 2+ years of personal 1040 tax return preparation experience.
• Bookkeeping experience preferred; Schedule C experience required.
• Willing to obtain state licenses and PTIN; knowledge of Circular 230.

Responsibilities

• Assist customers virtually via video and audio tools.
• Provide tax advice and full-service business return prep and signature.
• Handle product questions and understand tax calculations.
• Document customer interactions and maintain compliance training.
• Meet performance metrics and participate in pilot testing when needed.

Skills

Customer service

Communication skills

Critical thinking

Problem solving

Research skills

Work under deadlines

Education

CPA/EA/Practicing Attorney

Tools

Tax software

PTIN

Circular 230 knowledge

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 everyday 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 our newest product offerings, TurboTax Live Business, while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.

Job Description

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

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax Business customers who are working on their tax returns or have delegated their tax returns with:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquires
  • Understanding tax calculations
  • Filing tax extensions
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your extensive knowledge and expertise in the field of business tax preparation and books to tax accounting entries.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation
• Document customer interactions
• Work continuously toward meeting company key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Qualifications

• 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
• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers for compensation, using commercial tax preparation software.
• Bookkeeping experience with books to tax preparation is strongly preferred.
• Experience preparing Schedule C returns (sole proprietorships) is required.
• Experience preparing Business Tax returns for service industry customers is required.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• 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 be able to commit to working during peak filing periods, including the March 15 and April 15 deadlines.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria and a quiet location in which to work.
• Must reside in the United States.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

Bay Area California $41.51 - $53.04

Southern California $41.51 - $53.04

Colorado $39.53 - $50.51

New York $41.51 - $53.04

Washington $41.51 - $53.04

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.