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Business Tax Expert - Work From Home

Intuit

Anaheim, CA
2 days ago

Job Description

Join Intuit as a Business Tax Expert and provide expert guidance in tax preparation while working with TurboTax Live Business. Leverage your business tax preparation experience to help customers navigate their tax needs and shape new product offerings in a dynamic, remote environment.

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 proprietary business information
  • Utilize government websites and professional resources to deliver accurate answers
  • Document customer interactions and maintain accurate records

Required Qualifications

  • Active unrestricted credential: EA, CPA, or Practicing Attorney
  • 3 or more years of recent business tax preparation experience
  • Experience preparing federal and state business tax returns (1065 and/or 1120-S)
  • Minimum of 20 clients/customers per season
  • Minimum of 2 seasons of personal tax preparation experience

Preferred Qualifications

  • Bookkeeping experience with books to tax preparation
  • Experience preparing business tax returns for service industry customers
  • Possess or be able to obtain related state licenses, certificates, permits, or bonds
  • Active Preparer Tax Identification Number (PTIN)
  • Working knowledge of Circular 230