Intuit - Renton, WA

posted 4 days ago

Part-time - Entry Level
Renton, WA
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 ideal candidate will have significant experience in business tax preparation and will be responsible for managing complex tax returns while ensuring excellent customer service through virtual interactions.

Responsibilities

  • Provide expert guidance and tax preparation for business tax returns (1065 and/or 1120-S).
  • Manage complex business tax returns for Partnerships and S Corporations.
  • Interact with customers through video and audio tools to assist with tax returns.
  • Offer tax advice and full-service business return preparation.
  • Address product/software inquiries and perform 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

  • Strong business tax preparation experience with 3 or more years of recent experience preparing federal and state business tax returns.
  • Active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
  • Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per tax year.
  • 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.
  • 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 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 tax practice or retail setting for compensation.
  • Experience with TurboTax Business products.

Benefits

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