Senior Business Tax Analyst - Work From Home | Irvine, CA, USA

Intuit; Irvine (CA); Remote; USD 70,000 - 100,000; Full time

Job summary

A leading company in tax solutions is seeking a Senior Business Tax Analyst to provide expert guidance and tax preparation services. The role involves managing complex business tax returns for Partnerships and S Corporations, while maintaining customer confidentiality and utilizing technology for efficient service. Ideal candidates will have significant tax preparation experience and possess relevant credentials, such as CPA or EA. This remote position offers flexibility and the chance to contribute to a mission-driven organization.

Qualifications

• 3+ years experience in business tax preparation for federal and state returns.
• Minimum 2 seasons of personal tax preparation preferred.
• Must possess active credential (CPA, EA, or Attorney).

Responsibilities

• Assist customers in completing taxes using TurboTax products.
• Maintain confidentiality of customer information.
• Provide sound professional judgment and accurate advice.

Skills

Business tax preparation

Excellent communication

Critical thinking

Customer service

Problem-solving

Education

EA (Enrolled Agent) or CPA (Certified Public Accountant)

Practicing Attorney

Tools

TurboTax software

Job description

Senior Business Tax Analyst - Work From Home

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 work towards 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 preparation 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 tax practice or retail setting, 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 clients is strongly preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must have or be willing to obtain a Preparer Tax Identification Number (PTIN).
• Commit to a minimum schedule of 20 hours/week during the 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.
• Must have or be willing to obtain internet connection meeting Intuit security standards.

How you will lead

• What You Will Do:

  • Assist customers in completing their taxes using TurboTax products, providing sound professional judgment, timely service, and accurate advice.
  • Maintain confidentiality of customer and business information.
  • Utilize government websites, professional resources, and team expertise to deliver accurate answers in understandable language.
  • Use our video communication software to interact with customers responsibly and document interactions accurately.
  • Represent Intuit’s values, including integrity, in all customer interactions.

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