Seasonal Business Tax Expert | Phoenix, AZ, USA

Intuit; Phoenix (AZ); Remote; USD 50,000 - 75,000; Full time

Job summary

Join a leading company in tax preparation to help clients navigate their taxes with expertise. As part of the TurboTax Live Business team, you will utilize your business tax preparation experience and credentials to assist customers efficiently during tax season. This role emphasizes professional judgment, excellent communication, and a commitment to client confidentiality while working remotely.

Qualifications

• 3+ years of recent experience preparing federal/state business tax returns (1065/1120-S).
• Minimum 2 seasons personal tax preparation experience (30+ returns/year) preferred.
• Proficiency in technology and commercial tax software.

Responsibilities

• Assist customers in completing taxes using TurboTax, ensuring accuracy and timely service.
• Maintain confidentiality of sensitive customer information.
• Interact with customers via video communication software professionally.

Skills

Customer Service

Critical Thinking

Problem Solving

Communication

Education

EA (Enrolled Agent)

CPA (Certified Public Accountant)

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 the #11 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 practice 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 have or be willing to obtain a 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.
• Reliable internet connection meeting security criteria.

How you will lead

• What You Will Do:

  • Assist customers in completing their taxes using TurboTax products, providing sound professional judgment, and ensuring timely, accurate service.
  • Maintain confidentiality of sensitive customer and business information.
  • Use government websites, professional resources, and team expertise to find and deliver accurate answers in understandable language.
  • This is a virtual, customer-facing role, utilizing video communication software to interact with customers responsibly and professionally, documenting interactions accurately.
  • Adhere to and promote 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!

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