Join Intuit as a Business Tax Expert and help clients navigate their taxes using TurboTax. This remote position requires expertise in business tax preparation and offers the chance to contribute to a mission-driven company focused on customer success.
Key Responsibilities
Help customers complete their taxes using Intuit TurboTax products
Provide tax advice and full service return preparation
Maintain sensitive customer and business information
Utilize government websites and professional resources to deliver accurate answers
Interact with customers using video communication software
Document interactions to maintain accurate records
Required Qualifications
Strong business tax preparation experience
Active unrestricted credential (EA, CPA, or Practicing Attorney)
Minimum 3 years of recent experience preparing federal and state business tax returns
Minimum 2 seasons of personal tax preparation experience with at least 30 tax returns per tax year
Must be available to work a minimum of 20 hours per week
Working knowledge of Circular 230
Proficient with technology and 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
Must have or obtain a Preparer Tax Identification Number (PTIN)
Preferred Qualifications
Bookkeeping experience
Experience preparing business tax returns for service industry customers
Ability to obtain any related state licenses or permits