Join Intuit as a Senior Business Tax Analyst and help customers navigate their taxes with expert guidance and innovative TurboTax products. This remote position offers the chance to shape the future of TurboTax Live Business while being part of a mission-driven company dedicated to customer success.
Key Responsibilities
Help customers complete their taxes using Intuit TurboTax products
Provide tax advice, full service return preparation, and tax calculations
Manage sensitive customer and proprietary business information responsibly
Utilize government websites and professional resources for accurate information
Interact with customers using video communication software
Document interactions to maintain accurate records
Required Qualifications
Strong business tax preparation experience
Extensive knowledge of federal and state tax laws
Active unrestricted credential: EA, CPA, or Practicing Attorney
Minimum of 2 seasons of personal Tax Preparation experience
Available to work a minimum of 20 hours per week
Proficient with technology and solid knowledge of computer operations
Strong customer service skills
Excellent verbal and written communication skills
Critical thinking and problem-solving skills
Ability to work in a fast-paced environment with minimal supervision
Must have or be willing to obtain an internet connection meeting Intuit Security criteria
Preferred Qualifications
Bookkeeping experience with books to tax preparation
Experience preparing Business Tax returns for service industry customers
Working knowledge of Circular 230
Possess or be able to obtain any related state licenses, certificates, permits, or bonds
Must possess an active Preparer Tax Identification Number (PTIN)