TURBOTAX BUSINESS TAX SPECIALIST - 3+ YRS EXPERIENCE REQUIRED

Company: Intuit
Location: San Bernardino
Posted on: November 15, 2024

Job Description:

Overview At Intuit, we are dedicated to ensuring everyone has the chance to thrive, which is why our mission focuses on Powering Prosperity Around the World. Being a mission-driven company means embodying our values daily, and nothing is more crucial to us than our customers' success. You will play a vital role in our journey to Powering Prosperity Around the World by offering expert guidance, tax preparation, and clear explanations of tax-related terms to our customers. Additionally, you'll have the chance to shape one of our newest product offerings, TurboTax Live Business, all while being part of a company recognized as one of Fortune's 100 Best Companies to Work For. If you are a proactive individual with business tax preparation experience, exceptional communication skills, and an active, unrestricted credential (CPA/EA/Practicing Attorney), we want you to assist our customers as they navigate their taxes using Intuit TurboTax Business products. What you'll bring:

• Proven experience in business tax preparation, with at least 3 years of recent experience handling federal and state business tax returns (1065 and/or 1120-S) for a minimum of 20 clients/customers per season, utilizing commercial tax software.
• Must hold an active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
• Preferred: Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns each tax year in a tax practice or retail setting for compensation.
• Bookkeeping experience, especially related to tax preparation, is strongly preferred.
• Experience preparing business tax returns for service industry clients is a plus.
• Possession of or capability to acquire any relevant state licenses, certifications, permits, or bonds.
• Must have an active Preparer Tax Identification Number (PTIN).
• Commit to at least 20 hours/week (with minimum 4-hour shift increments) throughout tax season.
• Familiarity with Circular 230.
• Technologically proficient; solid understanding of computer operations and software.
• Strong customer service skills - able to engage professionally, warmly, and confidently through video and audio tools.
• Excellent verbal and written communication abilities.
• Critical thinking, problem-solving, research skills, and perseverance.
• Ability to thrive in a fast-paced environment with little supervision.
• Must have (or be willing to obtain) a stable hardwired internet connection meeting Intuit Security criteria, alongside a quiet workspace. How you will lead:
  • This is a virtual, customer-facing position; you will utilize our advanced video communications software (Smartlook) for customer interactions.
  • Assist TurboTax Business clients with their tax returns or provide delegated tax return services through:
    • Tax advice
    • Comprehensive business return preparation and signature
    • Product/software inquiries
    • Tax calculations
    • Filing tax extensions
    • Deliver high-quality customer interactions that build trust, drawing from your deep empathy and extensive expertise in business tax preparation and accounting entries.
    • Leverage government websites, professional resources, and team insights to provide accurate and user-friendly answers.
    • Apply established practices, procedures, and company policies to troubleshoot customer inquiries related to tax advice and return preparation.
    • Document all customer interactions.
    • Continuously work towards achieving company key performance metrics and goals.
    • Participate in pilot testing, projects, and experience validations as required.

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