Virtual Business Tax Associate
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.
Apply Now
Apply Now
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.
Apply Now
Apply Now