Business Tax Associate (Seasonal)

Intuit - Oklahoma City, OK

Part-time - Entry Level

Oklahoma City, OK

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

About the position

The Business Tax Associate (Seasonal) at Intuit is responsible for providing expert guidance and tax preparation services to customers, particularly focusing on business tax returns for Partnerships and S Corporations. This role involves managing complex tax returns, utilizing TurboTax Business products, and ensuring compliance with federal and state tax laws. The position is customer-facing and requires strong communication skills to assist clients effectively during the tax season.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide expert guidance and explanations of tax and technical terms to customers.
• Assist TurboTax Business customers with tax advice and full-service business return preparation.
• Utilize video communications software to interact with customers professionally.
• Document customer interactions and ensure high-quality customer experiences.
• Work towards meeting company key performance metrics and goals.

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).
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per tax year.
• Commit to a minimum schedule of at least 20 hours/week throughout the tax season.
• Bookkeeping experience with books to tax preparation is strongly preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficient with technology and solid knowledge of computer operations and software.
• Strong customer service skills and excellent verbal and written communication skills.
• Critical thinking, problem solving, and research skills.

Nice-to-haves

• Experience preparing business tax returns for service industry customers.