Tax Preparation Specialist
Intuit - san francisco, CA
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Overview At 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. We are seeking a highly motivated Tax Preparation Specialist with at least 3 years of business tax preparation experience to join our team. As a Tax Preparation Specialist, you will play a key role in providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. What you'll bring: 3+ years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season using commercial tax preparation software Active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney Minimum of 2 seasons of personal tax preparation experience Bookkeeping experience with books to tax preparation is strongly preferred Experience preparing business tax returns for service industry customers strongly preferred Must possess an active PTIN and any related state licenses, certificates, permits, or bonds Working knowledge of Circular 230 How you will lead: Virtual, customer-facing role using state of the art video communications software to interact with customers Provide tax advice, full-service business return preparation and signature, product/software inquiries, tax calculations, and filing tax extensions for TurboTax Business customers Create high-quality customer interactions and experiences that instill confidence using deep customer empathy and expertise in business tax preparation Utilize 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 and work continuously toward meeting company key performance metrics and goals
Created: 2024-10-16