Seasonal Business Tax Associate

Seasonal Business Tax Associate

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. In this role you will advance that mission by providing expert guidance and tax preparation for business customers, while helping shape the direction of our newest product, Turbo Tax Live Business.

• Maintain sensitive customer confidential and proprietary business information responsibly.
• Utilize government websites, professional resources, and team expertise to seek out and provide accurate answers to customers in everyday language.
• Conduct the role virtually, using video communication software to interact with customers.
• Provide tax advice, full-service business return preparation, signature, product/software inquiries, tax calculations, and filing tax extensions to Turbo Tax Business customers.
• Create high-quality customer interactions that instill confidence, leveraging deep empathy and expertise in business tax preparation.
• Apply company policies, procedures, and defined practices to troubleshoot and resolve customer tax advice and return preparation issues.
• Document customer interactions.
• Work continuously toward meeting company key performance metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.

• Strong business tax preparation experience with 3+ years preparing federal and state returns (1065, 1120‑S) for at least 20 clients per season using commercial tax preparation software.
• Minimum 2 seasons of personal tax preparation experience, 30+ returns per year in a practice or retail setting (preferred).
• Availability of 20+ hours per week across three or more days.
• Bookkeeping experience with books‑to‑tax preparation preferred.
• Experience preparing business tax returns for service‑industry customers preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Proficiency with technology and solid computer operations knowledge.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills.
• Critical thinking, problem‑solving, research skills, and determination.
• Ability to work in a fast‑paced environment with minimal supervision.
• Must have (or be willing to obtain) an internet connection that meets Intuit security criteria.
• Must reside in the United States.

Competitive compensation with base pay ranges that vary by location. Eligible for cash bonus, equity rewards, and benefits in accordance with Intuit's plans and programs.