Join Intuit as a Senior Business Tax Analyst, where you'll utilize your tax expertise to assist customers in completing their taxes through TurboTax. In this remote role, you'll be instrumental in shaping our newest product offering while providing exceptional service and guidance to clients.
Key Responsibilities
Provide expert guidance and tax preparation for customers using TurboTax products
Maintain confidentiality and handle sensitive customer information responsibly
Utilize government websites and professional resources for accurate tax advice
Document customer interactions and maintain accurate records
Interact with customers in a professional manner through video communication
Required Qualifications
Active unrestricted credential: EA, CPA, or Practicing Attorney
3+ years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S)
Minimum of 2 seasons of personal tax preparation experience with at least 30 tax returns per tax year
Strong business tax preparation experience
Proficient with technology and commercial tax preparation software
Strong customer service skills
Excellent verbal and written communication skills
Ability to work in a fast-paced environment with minimal supervision
Preferred Qualifications
Bookkeeping experience with books to tax preparation
Experience preparing business tax returns for service industry customers
Knowledge of Circular 230
Willingness to obtain related state licenses, certificates, permits, or bonds
Possession of an active Preparer Tax Identification Number (PTIN)