Seasonal Business Tax Associate

Overview

This virtual, customer-facing role provides expert guidance for customers completing their taxes using TurboTax Business products. Responsibilities include helping with business tax preparation, explaining tax and technical terms in everyday language, and supporting customers who are working on their returns or have delegated their tax returns.

Responsibilities

• Interact with customers using video communications software in a virtual, customer-facing capacity.
• Assist TurboTax Business customers with:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Deliver high-quality customer interactions using deep customer empathy and expertise in business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and team expertise to find the right answer and communicate it clearly.
• Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
• Document customer interactions.
• Work continuously toward meeting key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete all required training and development as determined by the business, including compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development (training requirements are subject to change).

Qualifications

• 3 or more 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.
• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers for compensation, using commercial tax preparation software.
• Bookkeeping experience with books to tax preparation is strongly preferred.
• Experience preparing Schedule C returns (sole proprietorships) is required.
• Experience preparing Business Tax returns for service industry customers is required.
• 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, including ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• Excellent verbal and written communication skills.
• Strong critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must be able to commit to working during peak filing periods, including the March 15 and April 15 deadlines.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria and a quiet location to work.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (pay offered is based on job-related knowledge, skills, experience, and work location):
  • Bay Area California: $32.21 - $41.16
  • Southern California: $32.21 - $41.16
  • Colorado: $30.68 - $39.20
  • New York: $32.21 - $41.16
  • Washington: $32.21 - $41.16
• Eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.

Location

United States

Pay ranges listed by region:

• Bay Area California, Southern California, Colorado, New York, Washington