Company:
Intuit
Location: Kansas City
Closing Date: 26/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / 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.
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
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Intuit