Seasonal Business Tax Associate

$52,832 - $71,552/Yr

Intuit - Chino, CA

Part-time

Chino, CA

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

About the position

The position at Intuit involves providing expert guidance and tax preparation services to customers, specifically focusing on business tax returns for Partnerships and S Corporations. The role is integral to advancing Intuit's mission of Powering Prosperity Around the World, and it offers the opportunity to shape the direction of TurboTax Live Business. The successful candidate will leverage their business tax preparation experience and communication skills to assist customers in completing their taxes using Intuit TurboTax Business products.

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide tax advice and full-service business return preparation and signature.
• Assist customers with product/software inquiries and tax calculations.
• Help customers file tax extensions.
• 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 as needed.

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 at least 30 tax returns per tax year in a tax practice or retail setting.
• 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.
• Experience preparing business tax returns for service industry customers is 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 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.
• Must have a dedicated hardwired internet connection that meets Intuit Security criteria and a quiet location to work.
• Must reside in the United States.

Nice-to-haves

• Experience in bookkeeping related to tax preparation.
• Experience preparing business tax returns for service industry customers.

Benefits

• Competitive hourly wage ranging from $25.40 to $34.40.