Overview
This virtual, customer-facing role provides expert guidance, tax preparation, and clear explanations of tax and technical terms to customers. The position supports business customers working through tax using TurboTax Business products, and includes responsibilities connected to managing complex business tax returns.
Responsibilities
- Use state-of-the-art video communications software to interact with customers.
- Assist TurboTax Business customers with:
- Tax advice
- Full Service Business return preparation and signature
- Product/software inquiries
- Understanding tax calculations
- Filing tax extensions
- Create high-quality customer interactions that build confidence using deep customer empathy and business tax preparation expertise, including books-to-tax accounting entries.
- Use government websites, professional resources, and team expertise to find and deliver the right answers in everyday language.
- Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation issues.
- Document customer interactions.
- Work toward meeting company key performance metrics and Big Bet Goals.
- Participate in pilot testing, projects, and experience validations as needed.
- Complete required training and development as determined by the business (including compliance trainings, proficiency-based up-skilling, cross-training, 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.
- Active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
- 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, with solid knowledge of computer operations and software.
- Strong customer service skills, including the 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 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:
- Bay Area California: $41.51 - $53.04
- Southern California: $41.51 - $53.04
- Colorado: $39.53 - $50.51
- New York: $41.51 - $53.04
- Washington: $41.51 - $53.04
- Eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
- Pay is based on job-related knowledge, skills, experience, and work location.
- Regular comparisons are conducted across categories of ethnicity and gender to drive pay equity.
Location
United States (virtual role). Base pay range varies by work location, including Bay Area California, Southern California, Colorado, New York, and Washington.