Seasonal Business Tax Associate

Overview

At Intuit we believe everyone should have the opportunity to prosper. Our mission is Powering Prosperity Around the World. As a mission‑driven company we live our values every day and focus on the success of our customers. You will help advance our goal by providing expert guidance, tax preparation and explanations of tax and technical terms to our customers. You will also shape the direction of our newest product, Turbo Tax Live Business, while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.

The successful candidate will manage complex business tax returns for Partnerships and S Corporations and possess strong knowledge of federal and state tax laws and regulations for business and personal tax returns.

• Maintain sensitive customer, confidential and/or proprietary business information responsibly.
• Use government websites, professional resources and team expertise to deliver the right answer to the customer using everyday language.
• Interact with customers via video communications software (Smartlook) in a virtual, customer‑facing role.
• Provide tax advice, full‑service business return preparation and signature, product/software inquiries and tax calculations.
  • Help Turbo Tax Business customers who have delegated their tax returns with tax advice, full service business return preparation and signature, product/software inquiries, tax calculations, filing tax extensions.
• Create high‑quality customer interactions that instill confidence using deep empathy and extensive knowledge of business tax preparation.
• 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.

• Strong business tax preparation experience and extensive knowledge of tax laws; 3+ years recent experience preparing federal and state business tax returns (1065 and/or 1120‑S) for at least 20 clients per season using commercial tax preparation software.
• Minimum 2 seasons of personal tax preparation experience; 30 tax returns per year in a tax practice or retail setting for compensation (strongly preferred).
• Minimum 20 hours per week, spread across three or more days.
• Bookkeeping experience with books‑to‑tax preparation (strongly preferred).
• Experience preparing business tax returns for service‑industry customers (strongly preferred).
• State licenses, certificates, permits or bonds as required or ability to obtain them.
• Active Preparer Tax Identification Number (PTIN).
• Knowledge of Circular 230.
• Proficient with technology; solid computer operations and software skills.
• Strong customer service skills; professional, friendly, confident video and audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills and determination.
• Ability to work in a fast‑paced environment with minimal supervision.
• Internet connection meeting Intuit Security criteria.
• U.S. residence.

Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. The expected base pay range for this position is:

Bay Area, California: $31.10 – $35.50
Southern California: $31.10 – $35.50
Colorado: $29.60 – $34.10
Hawaii: $31.10 – $35.50
Illinois: $29.60 – $34.10
Maryland: $29.60 – $34.10
Massachusetts: $31.10 – $35.50
Minnesota: $26.60 – $33.80
New Jersey: $31.10 – $35.50
New York: $31.10 – $35.50
Ohio: $26.60 – $33.80
Vermont: $29.60 – $34.10
Washington: $31.10 – $35.50
Washington DC: $29.60 – $34.10

This position is eligible for a cash bonus, equity rewards and benefits in accordance with our applicable plans and programs. Pay is based on factors such as job‑related knowledge, skills, experience and work location. Intuit conducts regular comparisons to drive ongoing pay equity for employees.