You will be working toward advancing our goal of Powering Prosperity Around the World by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also have the opportunity to shape the direction of one our newest product offerings, TurboTax Live Business, while working at the #11 ranked company on Fortune's 100 Best Companies to Work For.
If you are a highly motivated individual with business tax preparation experience and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax Business products.
The successful candidate will be responsible for managing complex business tax returns for Partnerships and S Corporations. The ideal candidate will possess a strong knowledge of federal and state tax laws and regulations for business and personal tax returns, as well as significant experience in preparing and filing business and personal tax returns.
Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.
Minimum of 2 seasons of personal Tax Preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred
Commit to a minimum schedule of at least 20 hours/week (minimum 4 hour shift increments) throughout the tax season
Bookkeeping experience with books to tax preparation is strongly preferred.
Experience preparing Business Tax returns for service industry customers strongly preferred.
Must possess an active Preparer Tax Identification Number (PTIN).
solid knowledge of computer operations and software.
Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
Ability to work in a fast-paced environment with minimal supervision.
This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
Help TurboTax Business customers who are working on their tax returns or have delegated their tax returns with:
o Tax advice
o Full Service Business return preparation and signature
o Product/software inquires
o Tax calculations
o Filing tax extensions
Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your extensive knowledge and expertise in the field of business tax preparation and books to tax accounting entries.
Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation
Document customer interactions
Work continuously toward meeting company key performance metrics and Big Bet Goals.
Participate in pilot testing, projects, and experience validations, as needed.