Seasonal Business Tax Associate

Seasonal Business Tax Associate at Intuit

Overview

At Intuit we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. As a mission‑driven company we live our values every day and put our customers’ success first.

You will provide expert guidance, tax preparation and explanations of tax and technical terms to our customers, shaping the direction of Turbo Tax Live Business while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.

We’re 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 customers complete their taxes using Intuit Turbo Tax Business products. The successful candidate will manage complex business tax returns for Partnerships and S Corporations, drawing on strong knowledge of federal and state tax laws and significant experience in preparing and filing business and personal tax returns.

• Maintain sensitive customer, confidential and/or proprietary business information in a responsible, reliable, and safe manner.
• Use government websites, professional resources and team expertise to find and deliver the right answer to customers using plain language.
• Interact with customers through Smartlook video communications as a virtual, customer‑facing role.
• Help Turbo Tax Business customers with tax advice, full‑service return preparation, product/software inquiries, tax calculations and filing tax extensions.
• Create high quality customer interactions that instill confidence using deep empathy and extensive knowledge in business tax preparation and bookkeeping.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and return preparation.
• Document all customer interactions.
• Work towards meeting 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, demonstrated with 3+ years of 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 of two seasons of personal tax preparation experience, with at least 30 tax returns per tax year in a tax practice or retail setting.
• 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 – interacting professionally with customers via video and audio tools.
• 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.

Expected base pay range for this position varies by location.

• 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 D.C.: $29.60 – $34.10

This position will be eligible for cash bonus, equity rewards, and benefits in accordance with Intuit’s plans and programs. Pay is based on job‑related knowledge, skills, experience and location. Intuit conducts regular pay equity comparisons across ethnicity and gender categories.

• Associate

• Part‑time

• Accounting/Auditing and Finance
• Software Development