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. 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 of our newest product offerings, Turbo Tax Live Business, while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.

We are looking for a highly motivated individual with business tax preparation experience, excellent communication skills and an active, unrestricted credential (CPA/EA/Practicing Attorney) to help our customers complete their taxes using Intuit Turbo Tax Business products.

• 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 customers using everyday language.
• Use Smartlook video communications software to interact with customers in a virtual, customer‑facing role.
• Provide Turbo Tax Business customers with tax advice, full‑service return preparation and signature, product/software inquiries, tax calculations, and filing tax extensions.
• Create high quality customer interactions and experiences that instill confidence by applying deep customer empathy and extensive business tax preparation knowledge.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation.
• Document customer interactions and 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 with extensive knowledge of tax laws (minimum 3 years of recent experience preparing federal and state business tax returns for at least 20 clients per season).
• Minimum of 2 seasons of personal tax preparation experience (minimum 30 tax returns per year). Highly preferred.
• Availability to work a minimum of 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 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 with customers 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 an internet connection that meets Intuit Security criteria.
• Must reside in the United States.

• 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

• Associate

• Part‑time

• Accounting / Auditing and Finance

• Software Development