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Seasonal Business Tax Expert

2 months ago

Jacksonville, United States Intuit Full time
About the Role

We are seeking a highly motivated and experienced Tax Professional to join our team as a Seasonal Business Tax Expert. As a key member of our team, you will be responsible for providing expert guidance and tax preparation services to our customers.

Key Responsibilities
  • Manage Complex Business Tax Returns: Prepare and file tax returns for Partnerships and S Corporations, ensuring accuracy and compliance with federal and state tax laws.
  • Provide Tax Advice and Guidance: Offer expert advice and guidance to customers on tax-related matters, including tax calculations, filing tax extensions, and product/software inquiries.
  • Utilize Technology and Resources: Leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to customers using everyday language.
  • Document Customer Interactions: Maintain accurate records of customer interactions, including tax advice and tax return preparation.
  • Meet Key Performance Metrics: Work towards meeting company key performance metrics and Big Bet Goals.
Requirements
  • Strong Business Tax Preparation Experience: 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.
  • 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.
  • Bookkeeping Experience: With books to tax preparation experience strongly preferred.
  • Experience Preparing Business Tax Returns for Service Industry Customers: Strongly preferred.
  • Related State Licenses, Certificates, Permits, or Bonds: Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
  • Preparer Tax Identification Number (PTIN): Must possess an active PTIN.
  • Commitment to a Minimum Schedule: Commit to a minimum schedule of at least 20 hours/week (minimum 4 hour shift increments) throughout the tax season.
What We Offer
  • Opportunity to Shape the Direction of a New Product Offering: Work at the #11 ranked company on Fortune's 100 Best Companies to Work For.
  • Virtual, Customer-Facing Role: Use state-of-the-art video communications software (Smartlook) to interact with customers.
  • Professional Development Opportunities: Participate in pilot testing, projects, and experience validations, as needed.