Business Tax Consultant

3 weeks ago


San Jose, California, United States Intuit Full time

Job Title: Business Tax Consultant

Salary Estimate:$85,000 - $110,000 per year based on experience

Job Summary:
We're looking for a skilled Business Tax Consultant to join our team at Intuit. As a Business Tax Consultant, you will provide expert guidance and tax preparation services to our customers.

About the Role:
This is a remote position where you will work with our state-of-the-art video communications software to interact with customers. You will be responsible for helping TurboTax Business customers with their tax returns, including tax advice, full-service business return preparation and signature, product/software inquiries, tax calculations, and filing tax extensions.

About You:
You will be working towards 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.

Key Responsibilities:
* Provide expert tax guidance to customers using your extensive knowledge and expertise in business tax preparation and books to tax accounting entries.
* Use government websites, professional resources, and team expertise to find and deliver the right answer to the customer using everyday language.
* Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation.
* Document customer interactions and work towards meeting company key performance metrics and Big Bet Goals.

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 for compensation, using commercial tax preparation software.
* 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.



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