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Business Tax Expert - Work From Home

Intuit

Albany, CA
13 days ago

Job Description

Join Intuit as a Business Tax Expert and empower customers with expert tax guidance while working remotely. Leverage your tax preparation experience to manage complex business tax returns, contribute to TurboTax Live Business, and enjoy the flexibility of a virtual, customer-facing role.

Key Responsibilities

  • Help customers complete their taxes using Intuit TurboTax products
  • Provide tax advice and full service return preparation
  • Maintain sensitive customer information responsibly
  • Utilize government websites and professional resources to deliver accurate answers
  • Interact with customers using video communication software

Required Qualifications

  • Active unrestricted credential (CPA/EA/Practicing Attorney)
  • 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S)
  • Minimum of 20 clients/customers per season
  • Must possess or be able to obtain related state licenses, certificates, permits, or bonds
  • Active Preparer Tax Identification Number (PTIN)
  • Strong customer service skills
  • Excellent verbal and written communication skills
  • Proficient with technology

Preferred Qualifications

  • Minimum of 2 seasons of personal Tax Preparation experience
  • Experience preparing Business Tax returns for service industry customers
  • Bookkeeping experience with books to tax preparation
  • Working knowledge of Circular 230