Senior Business Tax Analyst - Work From Home

Intuit; Irvine (CA); Remote; USD 65,000 - 85,000; Part time

Job summary

A leading company committed to 'Powering Prosperity Around the World' seeks tax preparation experts to assist customers with their taxes using TurboTax Business products. The successful candidate will handle complex business tax returns and possess extensive knowledge of federal and state tax laws. Join a virtual team environment where your expertise will directly impact customer success during the tax season.

Qualifications

• Minimum of 3 years business tax preparation experience required.
• Availability to work at least 20 hours per week during tax season.
• Experience with federal and state returns for multiple clients.

Responsibilities

• Help customers complete taxes using TurboTax, providing advice and preparation services.
• Maintain confidentiality and securely handle sensitive customer information.
• Interact professionally with customers via video communication software.

Skills

Business tax preparation

Customer service

Critical thinking

Communication

Problem-solving

Education

Active, unrestricted credential (EA, CPA, or Practicing Attorney)

Preparer Tax Identification Number (PTIN)

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.

Responsibilities

1. What You Will Do:
2. Help customers complete their taxes using TurboTax products, providing sound professional judgment, and ensuring excellent and timely service. This includes tax advice, full-service return preparation, tax calculations, and managing product/software inquiries, all aimed at advancing our goal of “Powering Prosperity Around the World.”
3. Maintain sensitive customer, confidential, and proprietary business information responsibly and securely.
4. Use government websites, professional resources, and team expertise to find and deliver accurate answers in understandable language.
5. This is a virtual, customer-facing role; you will use our video communication software to interact with customers professionally, document interactions, and maintain accurate records.
6. Interact with customers and team members professionally while adhering to and promoting Intuit’s operating values (here), 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!

Minimum Qualifications

• At least 3 years of recent business tax preparation experience, handling federal and state returns (1065 and/or 1120-S) for at least 20 clients per season, using commercial tax software.
• Active, unrestricted credential: EA, CPA, or Practicing Attorney.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 returns per year, in a professional or retail setting.
• Availability to work at least 20 hours per week, across three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry clients is strongly preferred.
• Ability to obtain or possess any required state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Commitment to a minimum of 20 hours/week, with shifts of at least 4 hours during the tax season.
• 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 meet internet security requirements.