Seasonal Business Tax Expert

Intuit; Phoenix (AZ); Remote; USD 60,000 - 90,000; Full time

Job summary

Join Intuit as a Tax Professional, where you will leverage your expertise in business tax preparation to assist customers with their tax needs. You will manage complex tax returns while adhering to federal and state regulations. The role emphasizes strong communication, critical thinking, and exceptional customer service skills in a virtual environment. With a commitment to integrity and professionalism, you will help customers navigate their tax challenges using TurboTax products.

Qualifications

• 3+ years of experience preparing federal and state business tax returns for at least 20 clients per season.
• Minimum of 2 seasons of personal tax preparation experience preferred.
• Strong knowledge of federal and state tax laws.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Help customers complete their taxes using TurboTax products and provide tax advice.
• Maintain sensitive customer and business information securely.

Skills

Business tax preparation

Communication

Customer service

Critical thinking

Problem-solving

Education

Active CPA/EA/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+ 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 preparation software.
• Must possess an active, unrestricted credential: EA, CPA, 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, 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 able to obtain an active Preparer Tax Identification Number (PTIN).
• Commit to a minimum schedule of at least 20 hours/week during the tax season.
• Working knowledge of Circular 230.
• Proficiency with technology; 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 obtain and maintain internet connection meeting security criteria.

How you will lead

• What You Will Do:

  • Help customers complete their taxes using TurboTax products, providing sound professional judgment, tax advice, full-service return preparation, and managing product inquiries.
  • Maintain sensitive customer and business information responsibly and securely.
  • Use government websites, professional resources, and team expertise to find and deliver accurate answers in everyday language.
  • This is a virtual, customer-facing role utilizing video communication software, documenting interactions for accurate records.
  • Interact professionally with customers and team members, promoting Intuit's operating 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!