Seasonal Business Tax Associate

Overview

At Intuit we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission-driven company includes living our values everyday and nothing is more important to us than the success of our customers. In this role you will help our customers complete their taxes using Intuit Turbo Tax Business products, provide expert guidance, and support the development of our newest product, Turbo Tax Live Business.

In this role, you will help our customers complete their taxes using Intuit Turbo Tax products using sound professional judgment, and in an excellent and timely manner. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.”

• Maintain sensitive customer, confidential and/or proprietary business information in a responsible, reliable, and safe manner.
• Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Use our state-of-the-art video communications software (Smartlook) to interact with customers in a virtual, customer-facing role.
• Help Turbo Tax Business customers who are working on their tax returns or 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 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.
• 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 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.
• Must be available to work a minimum of 20 hours per week, spread across three or more days.
• Bookkeeping experience with books to tax preparation is strongly preferred.
• Experience preparing Business Tax returns for service industry customers strongly preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact through video and audio tools in a professional, friendly, and confident manner.
• 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.
• Must have (or be willing to obtain) internet connection that meets Intuit Security criteria.
• Must reside in the United States.

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 will be 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 across categories of ethnicity and gender to drive ongoing pay equity for employees.

Associate

Part-time

Accounting/Auditing and Finance

Software Development