Business Tax Associate - Remote - 3+ Yrs Experience Required
About the position
Responsibilities
• Manage complex business tax returns for Partnerships and S Corporations.
• Provide expert guidance and explanations of tax and technical terms to customers.
• Assist TurboTax Business customers with tax advice and full-service business return preparation.
• Utilize video communications software to interact with customers professionally.
• Document customer interactions and ensure high-quality customer experiences.
• Work towards meeting company key performance metrics and goals.
• Participate in pilot testing, projects, and experience validations as needed.
Requirements
• 3+ years of experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per year.
• Strong knowledge of federal and state tax laws and regulations.
• Bookkeeping experience with books to tax preparation is preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) required.
• Proficient with technology and solid knowledge of computer operations and software.
• Strong customer service skills and 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.
• Experience using commercial tax preparation software.
Benefits
• Flexible work hours
• Remote work opportunity
• Opportunity to shape product offerings
• Working for a highly ranked company on Fortune's 100 Best Companies to Work For
Apply Now
Apply Now
Responsibilities
• Manage complex business tax returns for Partnerships and S Corporations.
• Provide expert guidance and explanations of tax and technical terms to customers.
• Assist TurboTax Business customers with tax advice and full-service business return preparation.
• Utilize video communications software to interact with customers professionally.
• Document customer interactions and ensure high-quality customer experiences.
• Work towards meeting company key performance metrics and goals.
• Participate in pilot testing, projects, and experience validations as needed.
Requirements
• 3+ years of experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per year.
• Strong knowledge of federal and state tax laws and regulations.
• Bookkeeping experience with books to tax preparation is preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) required.
• Proficient with technology and solid knowledge of computer operations and software.
• Strong customer service skills and 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.
• Experience using commercial tax preparation software.
Benefits
• Flexible work hours
• Remote work opportunity
• Opportunity to shape product offerings
• Working for a highly ranked company on Fortune's 100 Best Companies to Work For
Apply Now
Apply Now