Tax Expert | TurboTax Business Professional

5 days ago


Hazelwood, United States Intuit Full time
About Intuit

We believe everyone should have the opportunity 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.

As a Seasonal Business Tax Expert at Intuit, 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.

This role offers a unique opportunity to shape the direction of one of our newest product offerings, TurboTax Live Business, while working at a #11 ranked company on Fortune's 100 Best Companies to Work For.

Your Role & Responsibilities

You 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.

The estimated annual salary for this position is $50,000-$60,000 based on industry standards and the location Fort Wayne, Indiana. Your expertise will enable you to provide 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.

  • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 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.
  • Must possess 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 for compensation, strongly preferred
  • Bookkeeping experience with books to tax preparation is 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).
  • Commit to a minimum schedule of at least 20 hours/week (minimum 4 hour shift increments) throughout the tax season
  • 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) a dedicated hardwired internet connection that meets Intuit Security criteria and a quiet location in which to work.
About This Opportunity

This virtual, customer-facing role involves interacting with TurboTax Business customers using state-of-the-art video communications software (Smartlook). You will help 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

To excel in this role, you must create high-quality customer interactions and experiences that instill confidence. You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.



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