Business Tax Specialist

1 week ago


Fort Worth, Texas, United States Intuit Full time

Position Overview: As a key contributor to our mission of Powering Prosperity Around the World, you will provide expert guidance and comprehensive tax preparation services to our clientele.

Role Responsibilities: You will have the chance to influence the development of TurboTax Live Business, working for a company recognized as one of Fortune's 100 Best Companies to Work For.

If you are a driven professional with experience in business tax preparation and exceptional communication abilities, we invite you to assist our clients in navigating their tax obligations using Intuit TurboTax Business products.

Key Duties Include:

  • Managing intricate business tax returns for Partnerships and S Corporations.
  • Demonstrating a robust understanding of federal and state tax regulations pertaining to both business and personal tax filings.
  • Possessing significant experience in preparing and submitting business and personal tax returns.

Qualifications:

  • A minimum of 3 years of recent experience in preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients each season, utilizing commercial tax preparation software.
  • At least 2 seasons of personal tax preparation experience, with a minimum of 30 tax returns processed per tax year in a professional environment, is strongly preferred.
  • Commitment to a minimum schedule of 20 hours per week throughout the tax season.
  • Experience in bookkeeping, particularly in relation to tax preparation, is highly desirable.
  • Familiarity with preparing business tax returns for clients in the service industry is preferred.
  • Possession of an active Preparer Tax Identification Number (PTIN) is required.

Skills Required:

  • Proficient in computer operations and tax preparation software.
  • Strong customer service aptitude, with the ability to engage with clients through video and audio platforms in a professional and approachable manner.
  • Capability to thrive in a fast-paced environment with minimal oversight.
  • This role is virtual and customer-facing, utilizing advanced video communication tools to interact with clients.

Customer Interaction: Assist TurboTax Business clients with:

  • Tax advisory services
  • Comprehensive business return preparation and signing
  • Product and software inquiries
  • Tax calculations
  • Filing tax extensions

Commitment to Excellence: Create high-quality customer interactions that foster trust through deep empathy and your extensive expertise in business tax preparation and accounting entries.

Utilize government resources, professional tools, and team knowledge to deliver accurate answers to clients in clear, everyday language.

Apply established practices and company policies to troubleshoot and resolve customer inquiries regarding tax advice and return preparation.

Document all customer interactions and strive to meet company performance metrics and objectives.

Engage in pilot testing, projects, and experience validations as required.



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