TurboTax - Business Tax Preparer - 3+ Yrs Experience Required

Intuit - Gorham, ME

Part-time - Entry Level

Gorham, ME

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' by ensuring customer success through effective communication and technical expertise. The successful candidate will also contribute to the development of TurboTax Live Business, a new product offering.

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.
• File tax extensions for customers 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

• 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.
• Commit to a minimum schedule of at least 20 hours/week throughout the tax season.
• Bookkeeping experience with books to tax preparation is preferred.
• Experience preparing business tax returns for service industry customers is preferred.
• Possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must have 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.

Nice-to-haves

• Experience in a tax practice or retail setting for compensation.
• Experience with TurboTax Business products.

Benefits

• Flexible working hours
• Remote work opportunity
• Professional development opportunities