Seasonal Business Tax Expert

Intuit; San Francisco (CA); Remote; USD 60,000 - 95,000; Full time

Job summary

A leading company is looking for tax experts to assist customers with tax preparation through TurboTax. As a tax professional, you will provide expert guidance and ensure compliance with tax laws, offering vital support during tax season. Candidates must possess CPA/EA credentials or equivalent and extensive knowledge of federal and state tax regulations. This role requires strong communication skills and a commitment to delivering excellent customer service.

Qualifications

• 3+ years of business tax preparation experience for at least 20 clients.
• Active, unrestricted credential: EA/CPA/Attorney required.
• 2 seasons of personal tax preparation preferred.

Responsibilities

• Assist customers with completing their taxes using TurboTax.
• Maintain confidentiality and security of customer information.
• Interact professionally with customers using video communication.

Skills

Business tax preparation

Excellent communication skills

Customer service

Critical thinking

Proficiency with technology

Education

CPA/EA/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 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 professional or retail setting, strongly preferred.
• Availability to work a minimum of 20 hours per week, spread across three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry customers is strongly preferred.
• Must possess or be able to obtain relevant state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Commitment to a minimum schedule of at least 20 hours/week during tax season.
• Working knowledge of Circular 230.
• Proficiency with technology, including computer operations and 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 obtain and maintain a secure internet connection meeting company standards.

How you will lead

• What You Will Do:

  • Assist customers in completing their taxes using TurboTax products, providing accurate advice and timely service.
  • Maintain the confidentiality and security of customer information.
  • Use government websites, professional resources, and team expertise to provide accurate answers in everyday language.
  • This is a virtual, customer-facing role requiring the use of video communication software and accurate documentation of interactions.
  • Interact professionally with customers and team members, upholding Intuit's values, including "integrity without compromise."

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