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 tot his job Apply To this Job