Join Intuit as a Business Tax Specialist, where you'll provide expert guidance and tax preparation assistance for clients using TurboTax products. This remote position offers a chance to shape a new product line while ensuring customer success during tax season.
Key Responsibilities
Help customers complete their taxes using Intuit TurboTax products
Provide tax advice, full service return preparation, and tax calculations
Maintain sensitive customer and business information responsibly
Utilize government websites and professional resources to assist customers
Interact with customers via video communication software
Required Qualifications
3+ years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season
Active unrestricted credential: EA, CPA, or Practicing Attorney
Minimum of 2 seasons of personal Tax Preparation experience with a minimum of 30 tax returns per tax year
Must be available to work a minimum of 20 hours per week
Must possess or be able to obtain any related state licenses, certificates, permits, or bonds
Active Preparer Tax Identification Number (PTIN)
Preferred Qualifications
Bookkeeping experience with books to tax preparation
Experience preparing Business Tax returns for service industry customers
Working knowledge of Circular 230
Proficient with technology and computer operations