Seasonal Business Tax Associate

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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 need 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.

In this role, you will help our customers complete their taxes using Intuit Turbo Tax products using sound professional judgment and deliver high quality service in an excellent and timely manner.

• Maintain sensitive customer information in a responsible, reliable, and safe manner.
• Utilize government websites, professional resources, team expertise to seek out and deliver the right answer to the customer using everyday language.
• Work virtually in a customer-facing role using Smartlook video communications software.
• Help Turbo Tax Business customers with tax advice, full-service business return preparation, product/software inquiries, tax calculations, and filing tax extensions.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive business tax preparation knowledge.
• Apply company practices, procedures, and policies to troubleshoot and resolve customer tax advice and 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 evidenced by 3+ years of recent experience preparing federal and state business tax returns (1065 and/or 1120‑S) for at least 20 clients/customer per season using commercial tax preparation software.
• Minimum 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 is 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 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 (or be willing to obtain) an internet connection that meets Intuit Security criteria.
• Must reside in the United States.

This position will be eligible for a cash bonus, equity rewards and benefits in accordance with our applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.

Intuit Provides a Competitive Compensation Package With a Strong Pay For Performance Rewards Approach. (Include benefits link)

Associate

Part-time

Accounting/Auditing and Finance

Software Development

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