Community Business Tax Expert & Advisor (Retail)

Intuit Inc.; New York (NY); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

E&O Insurance provided by Intuit

Product discounts (TurboTax)

Job summary

Intuit Inc. is seeking motivated individuals to join our team as dedicated year-round Business Tax Experts at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax preparation for individuals and business entities, act as the primary client contact, and grow the local TurboTax presence. You will work on-site, collaborate with bookkeeping specialists when needed, and guide clients through tax strategy and planning.

Qualifications

• 3+ years of recent business tax return preparation experience (federal/state) for 20+ clients per season.
• 3+ seasons of personal tax preparation experience (min. 30 returns/yr).
• Knowledge of bookkeeping and interest in upskilling in QuickBooks ProAdvisor.

Responsibilities

• Provide hands-on tax advice and complete tax preparation for consumer and business clients.
• Develop deep understanding of each client’s financial picture and deliver year-round tax guidance.
• Grow TurboTax client base through local community engagement and marketing support.

Skills

Business tax prep

Tax software

Bookkeeping

Tax advisory

Bilingual (English/Spanish)

CRM/sales tools

Tools

QuickBooks ProAdvisor

Job description

Intuit Inc. is seeking motivated individuals to join our team as dedicated year-round Business Tax Experts at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax preparation for individuals and business entities, act as the primary client contact, and grow the local TurboTax presence. You will work on-site, collaborate with bookkeeping specialists when needed, and guide clients through tax strategy and planning.