Tax Advisor

Job Summary of Tax Advisor:

Our mission at Intuit is to enable prosperity for everyone. As a member of our team, you'll be an expert guide in providing tax preparation services and advice to our customers. Additionally, you'll have the chance to help shape the development of TurboTax Live Business, all while working at one of the top 11 companies to work for according to Fortune.

Job Duties and Responsibilities of Tax Advisor:

• Using Smartlook, you will communicate with customers virtually and perform your duties as a customer-facing assistant.
• If you have delegated your tax return to a professional, it is important to maintain regular communication with them so that you are fully aware of the progress of your tax preparation. This will allow you to stay informed and address any concerns or questions you may have along the way
• Utilize your expansive knowledge and deep empathy for customers to create exceptional customer interactions and experiences, particularly in the domain of business tax preparation and books-to-tax accounting entries.
• Deliver accurate solutions to customers by taking advantage of government websites, professional resources, and collective expertise while using plain language.
• Implement industry-approved practices, guidelines, and corporate standards to identify and resolve customer issues regarding tax advisory and filing procedures.
• Maintain a log of interactions with customers and work persistently to meet the firm's crucial performance metrics and primary objectives.
• Show a readiness to participate in pilot tests, projects, and validations to ensure success.

Qualifications and Experience of Tax Advisor:

• Possessing comprehensive knowledge of tax laws and substantial experience with business tax preparation, illustrated by a 3+ year background in preparing federal and state business tax returns (1065 and/or 1120-S) for no less than 20 clients/customers each season in exchange for remuneration, using commercial software for tax preparation.
• It is strongly advised to have a background in preparing personal taxes for a minimum of 2 seasons, handling at least 30 tax returns yearly in a professional tax practice or retail establishment for payment.
• A minimum schedule of 20 hours per week, in shifts of no less than 4 hours each, is required during the tax season.
• It is highly desirable for candidates to have experience in bookkeeping and a strong background in preparing books-to-tax documents.
• Those who have previously prepared tax returns for clients in the service sector are highly encouraged to apply.
• The ability to obtain all necessary state-issued licenses, certifications, permits, or guarantees is a prerequisite for this position.
• Possessing an active Preparer Tax Identification Number (PTIN) is a requirement.
• Knowledge of Circular 230 is crucial for tax professionals to ensure they are in compliance with the ethical standards set forth by the IRS.
• Adept at managing and navigating various technological tools and software; extensive knowledge of computer operations.
• Advanced customer service skills - capable of utilizing video and audio tools to engage with customers in a friendly, professional, and self-assured manner.
• Displaying outstanding communication expertise, both in verbal and written form.
• Discriminating reasoning, troubleshooting abilities, exploratory aptitudes, and steadfastness.
• The aptitude to handle a fast-paced environment with minimal oversight.
• An unwavering, hardwired internet connection that complies with Intuit's secure guidelines, and an uninterrupted, tranquil workplace are the prerequisites that are a must-have (or else, prepared to acquire).
• One must have a residence in the United States to be eligible.

Benefits of Tax Advisor:

• Competitive pay
• Growth in one's career can be achieved through a combination of education, training, and work experience. It is important to stay current in one's field and seek out new challenges to continue advancing
• Comprehensive training
• Possibility for future prospects, such as ongoing roles with extensive perks
• Flexible work schedule

Salary:

Compensation for the role is competitive and based on relevant experience.

About Intuit:

Simplifying financial management and empowering individuals to manage their finances are what Intuit's financial software products like TurboTax, QuickBooks, and Mint are designed to do. As a global leader in financial software, Intuit is committed to providing inclusive and diverse working environments that promote ethical business practices and uphold the personal and professional growth of its employees