Overview
At Intuit we believeeveryone should have the opportunity to prosper, which is why ourmission is Powering Prosperity Around the World.
Being amission-driven company includes living our values everyday andnothing is more important to us than the success of our customers.
You will be working towardadvancing our goal of Powering Prosperity Around the World byproviding expert guidance, tax preparation, and explanations of taxand technical terms to our customers.
You will also have theopportunity to shape the direction of one our newest productofferings, TurboTax Live Business, while working at the rankedcompany on Fortune's 100 Best Companies to WorkFor.
If you are a highlymotivated individual with business tax preparation experience,excellent communication skills and an active, unrestrictedcredential (CPA / EA / Practicing Attorney), we need you to help ourcustomers complete their taxes using Intuit TurboTax Businessproducts.
The successfulcandidate will be responsible for managing complex business taxreturns for Partnerships and S Corporations.
The ideal candidatewill possess a strong knowledge of federal and state tax laws andregulations for business and personal tax returns, as well assignificant experience in preparing and filing business andpersonal tax returns.
What you'll bring
- Strong business tax preparation experience andextensive knowledge of tax laws as evidenced by 3 or more years ofrecent experience preparing federal and state business tax returns(1065 and / or 1120-S) for at least 20 clients / customers per seasonfor compensation, using commercial tax preparationsoftware.
- Must possess active unrestrictedcredential : EA (Enrolled Agent), CPA (Certified Public Accountant),or Practicing Attorney
- Minimum of 2 seasons ofpersonal Tax Preparation experience, with a minimum of 30 taxreturns per tax year in a tax practice or retail setting forcompensation, strongly preferred
- Bookkeepingexperience with books to tax preparation is stronglypreferred.
- Experience preparing Business Taxreturns for service industry customers stronglypreferred.
- Must possess or be able to obtainany related state licenses, certificates, permits, orbonds.
- Must possess an active Preparer TaxIdentification Number (PTIN).
- Commit to aminimum schedule of at least 20 hours / week (minimum 4 hour shiftincrements) throughout the tax season
- Workingknowledge of Circular 230.
- Proficient withtechnology; solid knowledge of computer operations andsoftware.
- Strong customer service skills -ability to interact with customers through video and audio tools ina professional, friendly, and confidentmanner.
- Excellent verbal and writtencommunication skills
- Critical thinking, problemsolving, research skills, anddetermination.
- Ability to work in a fast-pacedenvironment with minimal supervision.
- Must have(or be willing to obtain) a dedicated hardwired internet connectionthat meets Intuit Security criteria and a quiet location in whichto work.
Forinternal use : tst biz
How you will lead
This is a virtual,customer-facing role; you will be using our state of the art videocommunications software (Smartlook) to interact withcustomers.
Help TurboTax Business customers whoare working on their tax returns or have delegated their taxreturns with :
o Taxadvice
o Full Service Business return preparationand signature
o Product / softwareinquires
o Tax calculations
oFiling tax extensions
- Create highquality customer interactions and experiences that instillconfidence using deep customer empathy, and your extensiveknowledge and expertise in the field of business tax preparationand books to tax accounting entries.
- Utilizeand leverage government websites, professional resources, and teamexpertise to seek out and deliver the right answer to the customerusing everyday language.
- Apply definedpractices, procedures, and company policies to troubleshoot andresolve customer tax advice and tax returnpreparation
- Document customerinteractions
- Work continuously toward meetingcompany key performance metrics and Big BetGoals.
- Participate in pilot testing, projects,and experience validations, asneeded.