Business Tax Specialist

As a Business Tax Specialist, you will be responsible for providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers to help them complete their taxes using Intuit TurboTax Business products. You will manage complex business tax returns for Partnerships and S Corporations and shape the direction of the TurboTax Live Business product offering. This is a virtual, customer-facing role requiring a minimum commitment of 20 hours per week throughout the tax season.

Requirements:

• 3 or more years of recent experience preparing federal and state business tax returns for at least 20 clients/customers per season
• Minimum of 2 seasons of personal tax preparation experience
• Bookkeeping experience with books to tax preparation is preferred
• Active Preparer Tax Identification Number (PTIN) and working knowledge of Circular 230
• Proficiency with technology and strong customer service skills
• Ability to work in a fast-paced environment with minimal supervision and dedicated hardwired internet connection

Responsibilities:

• Interact with customers through video and audio tools in a professional, friendly, and confident manner
• Provide tax advice, full service business return preparation, and product/software inquiries
• Utilize resources to seek out and deliver the right answer to the customer using everyday language
• Document customer interactions and work toward meeting company key performance metrics
• Participate in pilot testing, projects, and experience validations