Overview
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.
Responsibilities
- Manage complex business tax returns for Partnerships and S Corporations.
- Provide tax advice and full-service business return preparation and signature.
- Handle product/software inquiries and tax calculations.
- Assist in filing tax extensions.
- Create high-quality customer interactions and experiences.
- Document customer interactions and work continuously toward meeting company key performance metrics and Big Bet Goals.
- Participate in pilot testing, projects, and experience validations, as needed.
What you'll bring
- Strong business tax preparation experience with 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.
- Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
- Minimum of 2 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred.
- Bookkeeping experience with books to tax preparation is strongly preferred.
- Experience preparing business tax returns for service industry customers strongly preferred.
- Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
- Must possess an active Preparer Tax Identification Number (PTIN).
- Commit to a minimum schedule of at least 20 hours/week (minimum 4 hour shift increments) throughout the tax season.
- Working knowledge of Circular 230.
- Proficient with technology; solid knowledge of computer operations and software.
- Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
- 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) a dedicated hardwired internet connection that meets Intuit Security criteria and a quiet location in which to work.
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