About the position
The Tax Associate (Seasonal, Business) role at Intuit involves providing expert guidance and tax preparation services to customers, particularly focusing on business tax returns for Partnerships and S Corporations. This position is integral to advancing Intuit’s mission of Powering Prosperity Around the World, allowing associates to shape the direction of TurboTax Live Business while working in a supportive and innovative environment.
Responsibilities
• Manage complex business tax returns for Partnerships and S Corporations.
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• Provide tax advice and full-service business return preparation.
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• Assist customers with product/software inquiries and tax calculations.
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• File tax extensions and document customer interactions.
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• Create high-quality customer interactions that instill confidence.
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• Utilize government websites and professional resources to deliver accurate answers to customers.
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• Apply defined practices and company policies to troubleshoot customer issues.
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• Participate in pilot testing, projects, and experience validations as needed.
Requirements
• 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.
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• Minimum of 2 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year.
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• Commit to a minimum schedule of at least 20 hours/week throughout the tax season.
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• Strong knowledge of federal and state tax laws and regulations.
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• Bookkeeping experience with books to tax preparation is preferred.
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• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
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• Must possess an active Preparer Tax Identification Number (PTIN).
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• Working knowledge of Circular 230.
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• Proficient with technology and solid knowledge of computer operations and software.
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• Strong customer service skills and excellent verbal and written communication skills.
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• Critical thinking, problem solving, research skills, and determination.
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• Ability to work in a fast-paced environment with minimal supervision.
Nice-to-haves
• Experience preparing business tax returns for service industry customers.
Benefits
• Best-in-class medical, dental, and vision benefits from the first day of work.
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• Well-Being for Life program offering reimbursement for physical, emotional, family support, and financial well-being expenses.
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• Health Savings Accounts and Life & Accident Insurance plans.
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• Access to meditation and mindfulness programs.
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• State-of-the-art fitness centers in most offices with free group exercise classes.
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• Generous 401(k) Savings Plan and Employee Stock Purchase Plan.
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• Support for professional development through workshops and training events.
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• Hybrid work approach with flexibility for virtual work.
