Tax Expert - CPA or EA - Work from Home Job at Intuit, Kansas City, MO

bGhyUXJyUmtLWWcyMDFwUmRzY2ZjQnIwSnc9PQ==
  • Intuit
  • Kansas City, MO

Job Description

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. 

 

You 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 Fortune’s 100 Best Companies to Work For.

 

If you are a highly motivated individual with business tax preparation experience, excellent communication skills and an active, unrestricted credential (CPA/EA/Practicing Attorney), we need you to help our customers complete their taxes using Intuit TurboTax Business products. 

 

The 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.
  • Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney
  • 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
  • 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).
  • Commit to a minimum schedule of at least 20 hours/week (minimum 4 hour shift increments) throughout the tax season
  • Working knowledge of Circular 230.
  • Proficient with technology; solid knowledge of computer operations and software.
  • Strong customer service skills – 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.

 

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 Tax advice

    o Full Service Business return preparation and signature

    o Product/software inquires

    o Tax calculations

    o 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.

Job Tags

Temporary work, Remote job, Shift work,

Similar Jobs

University of Maryland Medical System

Receptionist, Part Time Evenings Job at University of Maryland Medical System

 ...Joseph has been recognized by The Leapfrog Group as a grade A hospital and by U.S. News & World Report as #3 in both the state and...  ...top employer by Baltimore magazine. Job Description The Receptionist I is responsible for greeting and appropriately directing... 

Lone Rock Point

Freelance Part-Time Digital Project Manager Job at Lone Rock Point

 ...Digital Project Manager Role Do you love creating order from chaos, taking projects to completion, solving problems, and working with...  ...attention to detail and multi-tasking skills Benefits As this is a Part-Time/Freelance role, no benefits will be provided.... 

Nurses First Solutions

Travel Pathology Assistant - $3,080 per week Job at Nurses First Solutions

 ...Job Description Nurses First Solutions is seeking a travel Pathology Assistant for a travel job in Seattle, Washington. Job Description & Requirements ~ Specialty: Pathology Assistant ~ Discipline: Allied Health Professional ~ Start Date: 12/02/2024~ Duration... 

Spectrum

Senior Manager, Copy Editor Job at Spectrum

 ...This role will provide conceptual and writing innovative copy for residential, B2B and digital communications within a corporate environment. The majority of creative concepts and writing style will be leveraged across various platforms. This position is responsible for... 

Honda of Annapolis

Automotive Finance Manager Job at Honda of Annapolis

 ...Job Description Job Description WE ARE LOOKING FOR A FINANCE MANAGER WITH AUTOMOBILE DEALERSHIP EXPERIENCE . MINIMUM OF 2 YEARS IN A AUTOMOTIVE DEALERSHIP FINANCE MANAGER ROLE . THOSE WITHOUT DEALERSHIP EXPERIENCE NEED NOT APPLY AS A FINANCE MANAGER, YOU...