Seasonal Business Tax Expert

Overview

This role provides expert guidance to customers by assisting with business tax preparation and explaining tax and technical terms using video-based communication tools.

You will support customers using tax preparation products, manage complex business tax return preparation for Partnerships and S Corporations, and help customers understand tax calculations, extensions, and product-related questions.

Responsibilities

• Serve as a virtual, customer-facing resource using video communications software to interact with customers.
• Assist customers who are:
  • Working on their tax returns, or
  • Have delegated their tax returns
• Provide support with:
  • Tax advice
  • Full Service Business return preparation and signature
  • Product/software inquiries
  • Understanding tax calculations
  • Filing tax extensions
• Create high-quality customer interactions using customer empathy and deep knowledge of business tax preparation and books-to-tax accounting entries.
• Use government websites, professional resources, and internal team expertise to research and provide accurate answers in everyday language.
• Apply defined practices, procedures, and internal policies to troubleshoot and resolve customer tax advice and return preparation questions.
• 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.
• Complete all required training and development as determined by the business, including compliance training, proficiency-based up-skilling, cross-training, and professional development (training requirements may change).

Requirements

• 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.
• 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, including strong computer operations and software knowledge.
• Strong customer service skills, with 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.
• Ability 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 in which to work.
• Must reside in the United States.

Preferred Qualifications

• Bookkeeping experience with books-to-tax preparation is strongly preferred.

Compensation & Benefits

• Expected base pay range (pay offered based on job-related knowledge, skills, experience, and work location):
  • 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 equity: regular comparisons across categories of ethnicity and gender to drive ongoing pay equity.

Location

United States (virtual role). Pay ranges listed for Bay Area California, Southern California, Colorado, New York, and Washington.