Business Tax Accountant - 3+ Yrs Experience Required

Intuit - Springfield, MA

Part-time - Entry Level

Springfield, MA

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

The position involves providing expert guidance and tax preparation services to customers using Intuit TurboTax Business products. The role focuses on managing complex business tax returns for Partnerships and S Corporations, while also contributing to the development of TurboTax Live Business. The successful candidate will leverage their tax expertise to enhance customer experiences and ensure compliance with federal and state tax laws.

Responsibilities

• Provide expert guidance and tax preparation for TurboTax Business customers.
• Manage complex business tax returns for Partnerships and S Corporations.
• Offer tax advice and full-service business return preparation and signature.
• Assist customers with product/software inquiries and tax calculations.
• File tax extensions as needed.
• Create high-quality customer interactions that instill confidence.
• Utilize government websites and professional resources to deliver accurate answers to customers.
• Document customer interactions and maintain records.
• Work towards meeting company key performance metrics and goals.
• Participate in pilot testing, projects, and experience validations.

Requirements

• 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 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.
• Strong knowledge of federal and state tax laws and regulations for business and personal tax returns.
• Bookkeeping experience with books to tax preparation is strongly preferred.
• Experience preparing business tax returns for service industry customers is strongly preferred.
• Possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Commit to a minimum schedule of at least 20 hours/week throughout the tax season.
• Working knowledge of Circular 230.
• Proficient with technology and solid knowledge of computer operations and software.
• Strong customer service skills and ability to interact with customers through video and audio tools.
• 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.

Nice-to-haves

• Experience in a virtual customer-facing role.
• Familiarity with video communications software.

Benefits

• Flexible working hours during tax season.
• Opportunity to work remotely.
• Access to professional development resources.