Remote Business Tax Specialist

Intuit

Illinois, United States Full-time in Banking & Financial Services
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    • Job ID 2770026

    Job Description

    At Intuit, we are passionate about empowering individuals and businesses to thrive, which drives our mission of Powering Prosperity Around the World. Our commitment to our customers and our values is the foundation of our success.

    In this engaging role, you will play a vital part in furthering our mission by providing expert tax guidance, preparing tax returns, and clearly explaining tax-related concepts to our clients. You will have the chance to influence the development of one of our innovative offerings, TurboTax Live Business, all while contributing to a company renowned among Fortune’s 100 Best Companies to Work For.

    If you are a driven professional with substantial experience in business tax preparation, exceptional communication abilities, and hold an active, unrestricted credential (CPA, EA, or Practicing Attorney), we want you on our team to assist customers in filing their taxes with Intuit TurboTax Business products.

    In this pivotal role, you will manage intricate business tax returns for Partnerships and S Corporations. The ideal candidate will demonstrate comprehensive knowledge of federal and state tax laws and regulations, accompanied by substantial hands-on experience in preparing and filing business and personal tax returns.

    What You Bring to the Table:

    • Proven expertise in business tax preparation, with a robust understanding of tax regulations, demonstrated by at least three years of recent experience preparing federal and state business tax returns (Forms 1065 and/or 1120-S) for a minimum of 20 clients each tax season, utilizing commercial tax software.
    • A current and unrestricted credential: Enrolled Agent (EA), Certified Public Accountant (CPA), or Practicing Attorney.
    • At least two seasons of personal tax preparation experience, completing a minimum of 30 tax returns per year in a tax practice or retail environment is highly preferred.
    • Availability to work at least 20 hours per week over three or more days during peak tax season.
    • Experience with bookkeeping connected to tax preparation is a significant advantage.
    • Familiarity with preparing business tax returns for service industry clients is a plus.
    • Ability to acquire any necessary state licenses, certifications, permits, or bonds.
    • Possession of an active Preparer Tax Identification Number (PTIN).
    • Commitment to maintain a schedule of at least 20 hours/week (minimum of 4-hour shifts) throughout tax season.
    • Working knowledge of Circular 230 regulations.
    • Strong proficiency with technology and a solid understanding of computer operations and software.
    • Exceptional customer service skills, with the ability to engage professionally and confidently with clients via video and audio platforms.
    • Outstanding verbal and written communication skills.
    • Critical thinking, problem-solving abilities, and a determined approach to research and find solutions.
    • Able to thrive in a fast-paced environment with minimal supervision.
    • Must have, or be willing to secure, an internet connection that meets Intuit’s security standards.

    Your Leadership Role:

    • What You’ll Accomplish:

      • In this position, you will assist clients in accurately completing their taxes using Intuit TurboTax products, exercising sound professional judgement while ensuring timely and high-quality service. Your role will include providing tax advice, full-service return preparation, tax calculations, and addressing product/software inquiries, all contributing to our mission of “Powering Prosperity Around the World.”
      • You will handle sensitive customer data with utmost care, maintaining confidentiality and security of proprietary business information.
      • Utilizing professional resources, government websites, and team expertise, you will deliver precise answers to customer queries in straightforward language.
      • This virtual, client-facing role will involve leveraging cutting-edge video communication tools to interact with customers professionally and safely while accurately documenting all interactions for record-keeping.
      • Engage with customers and team members in a professional manner that exemplifies and promotes Intuit’s core values, including “integrity without compromise.”

      If you are located in the United States and are eager to earn supplemental income by helping people navigate their tax situations, we encourage you to APPLY NOW!

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