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.

For internal use: tst biz

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.