Seasonal Business Tax Associate

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 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.

• Help customers complete their taxes using Intuit Turbo Tax products using sound professional judgment, and in an excellent and timely manner.
• Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries.
• Maintain sensitive customer, confidential and/or proprietary business information responsibly, reliably, and safely.
• Utilize government websites, professional resources, and team expertise to deliver the right answer using everyday language.
• Interact with customers via video communications software (Smartlook) in a virtual, customer-facing role.
• Assist Turbo Tax Business customers 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 customer empathy, knowledge 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 evidenced by 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 2 seasons of personal tax preparation experience with at least 30 tax returns per year in a tax practice or retail setting, strongly 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 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 professionally, confidently, and friendly through 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.

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

Position will be eligible for cash bonus, equity rewards and benefits in accordance with applicable plans and programs. Pay offered is based on job-related knowledge, skills, experience, and work location. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity.