Virtual Tax Advisor

3 days ago


Coconut Grove, Florida, United States Intuit Full time
About the Company

Intuit is a leading provider of business and financial management solutions for small businesses, accountants, and bookkeepers. Our mission is to power prosperity around the world by helping people achieve financial freedom. We believe everyone should have the opportunity to prosper, which is why we strive to create innovative solutions that simplify the complexities of business and finance.

We are seeking a highly skilled Business Tax Consultant to join our team at Intuit. As a Seasonal Tax Expert Specialist, you will be responsible for providing expert guidance and tax preparation services to our customers using TurboTax Business products. Your extensive knowledge of federal and state tax laws and regulations will enable you to manage complex business tax returns for Partnerships and S Corporations.

The successful candidate 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. A minimum of 3 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, is required. EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney certification is also required. 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, is strongly preferred.

Responsibilities

• Help TurboTax Business customers who are working on their tax returns or have delegated their tax returns with: o Tax advice o Full Service Business return preparation and signature o Product/software inquires o Tax calculations o Filing tax extensions
• Create 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.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• 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.
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