Intuit - Orinda, CA

posted 3 days ago

Part-time - Entry Level
Orinda, 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 extensive knowledge of tax laws and regulations to assist customers in completing their taxes using Intuit TurboTax Business products, while ensuring high-quality customer interactions.

Responsibilities

  • Provide expert guidance and tax preparation for business tax returns (1065 and/or 1120-S) for Partnerships and S Corporations.
  • Assist TurboTax Business customers with tax advice, full-service business return preparation, and filing tax extensions.
  • Utilize video communications software to interact with customers professionally and confidently.
  • Document customer interactions and ensure compliance with company policies and procedures.
  • Work towards meeting company key performance metrics and participate in pilot testing and projects as needed.

Requirements

  • 3 or more years of recent experience preparing federal and state business tax returns for at least 20 clients/customers per season using commercial tax preparation software.
  • 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.
  • Strong knowledge of federal and state tax laws and regulations for business and personal tax returns.
  • Ability to commit to a minimum schedule of at least 20 hours/week throughout the tax season.
  • Proficient with technology and solid knowledge of computer operations and software.
  • Strong customer service skills and excellent verbal and written communication skills.

Nice-to-haves

  • Bookkeeping experience with books to tax preparation.
  • Experience preparing business tax returns for service industry customers.
  • Possession of any related state licenses, certificates, permits, or bonds.

Benefits

  • Competitive hourly wage ranging from $25.40 to $34.40.
  • Opportunity to work in a mission-driven company ranked among the best places to work.
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