Virtual Tax Specialist

4 days ago


Santa Ana, California, United States Intuit Full time
Job Description:
We are seeking an experienced Virtual Tax Specialist to join our team as a Remote Business Accounting Expert. As a key member of our team, you will be responsible for managing complex business tax returns for Partnerships and S Corporations, utilizing your extensive knowledge of federal and state tax laws and regulations.

About the Role:
This is a virtual, customer-facing role that requires strong technical knowledge of business tax laws and regulations, excellent communication skills, and the ability to work independently with minimal supervision. You will be working with our state-of-the-art video communications software (Smartlook) to interact with customers and provide high-quality customer experiences.

Key Responsibilities:
• Manage complex business tax returns for Partnerships and S Corporations
• Provide tax advice and full-service business return preparation and signature
• Assist customers with product/software inquiries, tax calculations, and filing tax extensions
• Utilize government websites, professional resources, and team expertise to deliver accurate solutions to customers

Requirements:
• 3+ years of experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season
• Active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney
• Minimum of 2 seasons of personal tax preparation experience with a minimum of 30 tax returns per tax year in a tax practice or retail setting
• Strong bookkeeping experience with books to tax preparation preferred

Salary and Benefits:
The estimated salary for this role is $65,000 - $85,000 per year, depending on experience. In addition to a competitive salary, we offer a range of benefits, including health insurance, retirement savings plan, and paid time off.

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