Overview

At Intuit, we are dedicated to empowering individuals and businesses to achieve their financial goals, encapsulated in our mission: Powering Prosperity Around the World. Our commitment to our customers’ success reflects not just in our products but in our daily operations and interactions.

In this role, you will play a crucial part in advancing our mission by delivering expert tax preparation services, along with clear explanations of tax and technical concepts to our valued customers. You will also take an active role in shaping the future of TurboTax Live Business, all while being part of a company consistently recognized among Fortune’s 100 Best Companies to Work For.

If you’re an enthusiastic professional with a background in business tax preparation and a talent for effective communication, we invite you to help our customers navigate their tax obligations with Intuit’s TurboTax Business products.

Your primary responsibilities will include managing intricate business tax returns for Partnerships and S Corporations. The ideal candidate will have a comprehensive understanding of federal and state tax laws concerning both business and personal tax filings, with substantial experience in preparing and submitting these returns.

What you’ll bring

• Proven experience in business tax preparation, with at least 3 years of recent involvement in preparing federal and state business tax returns (1065 and/or 1120-S) for no fewer than 20 clients each tax season, utilizing commercial tax software.
• A minimum of 2 seasons of personal tax preparation experience, ideally handling 30 or more tax returns per year in either a tax practice or retail setting.
• Availability to commit to at least 20 hours per week, spread across three or more days.
• Bookkeeping experience leading to tax preparation is strongly preferred.
• Experience preparing business tax returns for clients in the service industry is an added advantage.
• Possession of, or ability to obtain, necessary state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) is required.
• Working knowledge of Circular 230 is important.
• Technologically savvy with proficiency in computer operations and software.
• Exceptional customer service skills, with an ability to engage with customers professionally, confidently, and in a friendly manner through video and audio tools.
• Outstanding verbal and written communication abilities.
• Strong critical thinking and problem-solving skills, alongside a determination to deliver results.
• Able to thrive in a fast-paced environment with little supervision.
• Must have (or be willing to obtain) an internet connection that meets Intuit Security protocols.
• Eligible candidates must reside within the United States.

How you will lead

• In this virtual, customer-facing position, you will utilize our cutting-edge video communication tool, Smartlook, to engage with customers effectively.
• Assist TurboTax Business clients with their tax processes or those who’ve entrusted their tax returns to others by providing:
• Expert tax advice
• Comprehensive Business return preparation and signing
• Product and software inquiries
• Accurate tax calculations
• Filing of tax extensions
• Foster high-quality customer interactions that instill confidence by leveraging deep empathy and your extensive expertise in business tax preparation and bookkeeping to tax accounting.
• Utilize government resources, professional references, and collaborative team efforts to find and communicate precise answers to customer inquiries using straightforward language.
• Apply established practices, policies, and procedures to solve customer tax advice and return preparation challenges.
• Document all customer interactions for reference and continuous improvement.
• Continuously strive to meet the company’s key performance metrics and ambitious goals.
• Engage in pilot programs, projects, and experience validation initiatives as needed.