Seasonal Business Tax Associate

Overview

At Intuit we believe everyone should be able to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission‑driven company includes living our values every day 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.

The successful candidate will be responsible for managing complex business tax returns for Partnerships and S Corporations. The ideal candidate will possess a strong knowledge of federal and state tax laws and regulations for business and personal tax returns, as well as 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.
• Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Interact with customers via our state‑of‑the‑art video communications software (Smartlook) 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, evidenced by 3+ 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 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 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 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.

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 offered is based on factors such as job‑related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Associate

Part‑time

Accounting / Auditing / Finance

Software Development

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