Expert Business Tax Advisor for TurboTax Live

6 days ago


Grand Rapids, United States Intuit Full time
Job Description

We are seeking an Expert Business Tax Advisor to join our team at Intuit, a leading provider of tax preparation software. As a key member of our team, you will be responsible for providing expert guidance and support to our customers as they navigate the complexities of business tax returns.

About the Role

This is a virtual, customer-facing role that requires strong communication and problem-solving skills. You will work closely with our customers to understand their tax needs and provide tailored solutions using our state-of-the-art video communications software (Smartlook).

In this role, you will have the opportunity to shape the direction of one of our newest product offerings, TurboTax Live Business, while working at a top-ranked company on Fortune's 100 Best Companies to Work For.

Key Responsibilities
  • Manage complex business tax returns for Partnerships and S Corporations
  • Provide expert guidance and support to customers on tax advice, full-service business return preparation, and signature
  • Analyze customer data and develop personalized solutions to meet their tax needs
  • Document customer interactions and contribute to ongoing process improvements
Requirements

To be successful in this role, you will need:

  • 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
  • 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
  • Strong knowledge of federal and state tax laws and regulations for business and personal tax returns
  • 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
  • Commit to a minimum schedule of at least 20 hours/week (minimum 4 hour shift increments) throughout the tax season
What We Offer

We offer a competitive salary range of $70,000 - $110,000 per year, depending on experience. In addition, we provide a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

You will also have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional customer experiences.



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