Virtual Business Tax Associate

$52,832 - $71,552/Yr

Intuit - Arabi, LA

Full-time - Entry Level

Arabi, LA

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

About the position

The Virtual Business Tax Associate at Intuit is responsible for providing expert guidance and tax preparation services to customers, particularly focusing on complex business tax returns for Partnerships and S Corporations. This role involves utilizing technology to interact with clients virtually, ensuring they receive high-quality customer service and accurate tax advice. The associate will also contribute to the development of TurboTax Live Business, aligning with Intuit's mission of powering prosperity around the world.

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 as needed.
• Create high-quality customer interactions that instill confidence.
• Document customer interactions and maintain records.
• Work towards meeting company key performance metrics and goals.
• Participate in pilot testing, projects, and experience validations.

Requirements

• 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 a minimum of 30 tax returns per tax year.
• Commit to a minimum schedule of at least 20 hours/week throughout the tax season.
• Strong knowledge of federal and state tax laws and regulations.
• 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 computer operations.
• Strong customer service skills and ability to interact professionally with customers.
• 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.