Join Intuit as a Seasonal Business Tax Expert to guide customers in tax preparation using TurboTax products. Provide expert advice while managing complex business tax returns, all while working in a dynamic and supportive environment focused on customer success.
Key Responsibilities
Provide expert guidance and tax preparation for customers
Manage tax calculations and product/software inquiries
Interact with customers using video communication software
Maintain sensitive customer information securely
Document interactions for accurate record-keeping
Required Qualifications
Active unrestricted credential: EA, CPA, or Practicing Attorney
3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S)
Experience managing complex business tax returns for Partnerships and S Corporations
Minimum of 20 clients/customers per season using commercial tax preparation software
Strong customer service skills
Excellent verbal and written communication skills
Preferred Qualifications
Minimum of 2 seasons of personal tax preparation experience
Experience preparing business tax returns for service industry customers
Bookkeeping experience
Knowledge of Circular 230
Proficient with technology and computer operations