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Virtual Business Tax Preparer - 3+ Yrs Experience Required | Sacramento, CA, USA

Virtual Business Tax Preparer - 3+ Yrs Experience RequiredOverviewAt Intuit we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission-driven company includes living our values everyday and nothing is more important to us than the success of our customers.ÂYou will be working toward advancing our goal of Powering Prosperity Around the World by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also have the opportunity to shape the direction of one our newest product offerings, TurboTax Live Business, while working at the #11 ranked company on Fortuneâ€™s 100 Best Companies to Work For.If you are a highly motivated individual with business tax preparation experience and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax Business products.ÂThe successful candidate will be responsible for managing complex business tax returns for Partnerships and S Corporations. The ideal candidate will possess a strong knowledge of federal and state tax laws and regulations for business and personal tax returns, as well as significant experience in preparing and filing business and personal tax returns. What you'll bring• Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 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 for compensation, using commercial tax preparation software.• Minimum of 2 seasons of personal Tax Preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred• Commit to a minimum schedule of at least 20 hours/week (minimum 4 hour shift increments) throughout the tax season• Bookkeeping experience with books to tax preparation is strongly preferred.• Experience preparing Business Tax returns for service industry customers 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; solid knowledge of computer operations and software.• Strong customer service skills â€“ ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.• 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 (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria and a quiet location in which to work.• Must reside in the United States. How you will lead• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.• Help TurboTax Business customers who are working on their tax returns or have delegated their tax returns with:o Â Tax adviceo Â Full Service Business return preparation and signatureo Â Product/software inquireso Â Tax calculationso Â Filing tax extensions• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your extensive knowledge and expertise in the field of business tax preparation and books to tax accounting entries.• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and tax return preparation• Document customer interactions• Work continuously toward meeting company key performance metrics and Big Bet Goals.• Participate in pilot testing, projects, and experience validations, as needed.

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Average salary estimate

$70000 / YEARLY (est.)

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$60000K

$80000K

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What You Should Know About Virtual Business Tax Preparer - 3+ Yrs Experience Required | Sacramento, CA, USA, Intuit

If you're an experienced Virtual Business Tax Preparer with a passion for helping others navigate their tax journeys, Intuit has an exciting opportunity for you! Based in sunny Sacramento, CA, this position enables you to work with clients remotely while advancing our mission of Powering Prosperity Around the World. In this role, you’ll leverage your expertise to prepare and manage complex business tax returns for Partnerships and S Corporations. Your proficiency in federal and state tax laws, along with your technical skills in using TurboTax Business products, will be key to delivering best-in-class service. You’ll engage in meaningful customer interactions via our cutting-edge video communication tools, providing tailored tax advice, full return preparation, and answers to product inquiries. Plus, you’ll play a part in shaping TurboTax Live Business, helping us innovate and meet the diverse needs of our clients. We’re looking for someone with a minimum of 3 years of experience who is not only knowledgeable in business tax preparation but also possesses excellent customer service and communication skills. If you thrive in a fast-paced environment and are eager to make a difference in the lives of our customers, we can’t wait to hear from you!

Frequently Asked Questions (FAQs) for Virtual Business Tax Preparer - 3+ Yrs Experience Required | Sacramento, CA, USA Role at Intuit

What are the key responsibilities of a Virtual Business Tax Preparer at Intuit?

As a Virtual Business Tax Preparer at Intuit, you will be responsible for preparing complex business tax returns for Partnerships and S Corporations, providing expert tax advice, and ensuring high-quality customer experiences. You'll use advanced video communication tools to interact with customers, assisting them with tax calculations and filing extensions, while also documenting interactions and maintaining compliance with tax laws.