Job Description
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, full-service business return preparation, and filing tax extensions.
- Create high-quality customer interactions that instill confidence using deep customer empathy and expertise in business tax preparation.
- Document customer interactions and work towards meeting company key performance metrics and goals.
- 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 using commercial tax preparation software.
- 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.
- Commit to a minimum schedule of at least 20 hours/week throughout the tax season.
- Strong knowledge of federal and state tax laws and regulations for business and personal tax returns.
- Proficient with technology and solid knowledge of computer operations and software.
- Strong customer service skills and excellent verbal and written communication skills.
- Ability to work in a fast-paced environment with minimal supervision.
- Nice-to-haves
- Bookkeeping experience with books to tax preparation.
- Experience preparing business tax returns for service industry customers.
- Working knowledge of Circular 230.
- Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
- Benefits
- Best-in-class medical, dental, and vision benefits from the first day of work.
- Health Savings Accounts and Life & Accident Insurance plans.
- Well-Being for Life program offering reimbursement for physical, emotional, family support, and financial well-being expenses.
- 401(k) Savings Plan with a generous match.
- Employee Stock Purchase Plan.
- Access to workshops, training events, and educational resources for professional development.
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