Tax Preparation Expert

3 weeks ago


Toledo, Ohio, United States Intuit Full time
Job Description

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. As a Tax Preparation Expert in a virtual customer-facing role, you will utilize state-of-the-art video communications software to interact with customers who are working on their business tax returns or have delegated their tax returns.

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. You will have the opportunity to shape the direction of one of our newest product offerings, TurboTax Live Business, while working at a leading technology company.

Key Responsibilities
  • Provide tax advice, full service business return preparation, and signature using commercial tax preparation software.
  • 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.
  • Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
Requirements
  • Strong business tax preparation experience with 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.
  • 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.
  • Active Preparer Tax Identification Number (PTIN) and commitment to a minimum schedule of at least 20 hours/week throughout the tax season.
  • Working knowledge of Circular 230 and ability to work in a fast-paced environment with minimal supervision.
  • Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.

We estimate the salary for this position to be around $85,000-$115,000 per year, depending on location and experience.



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