In-Store Business Tax Advisor

Intuit Inc.; Pasadena (CA); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

discounts on Intuit products

Job summary

Intuit Inc. is seeking dedicated TurboTax Retail or Flagship Experts to provide in-person tax preparation and planning services at on-site locations across the United States.

You will act as the primary client contact, delivering tax strategy, prep, and advisory work while collaborating with bookkeeping and payroll specialists to ensure a seamless, full-service experience for individuals and small businesses.

Qualifications

• 3+ years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season.
• 3 seasons of personal tax preparation experience (30 returns/year) in a tax practice or retail setting.
• General knowledge of bookkeeping; willingness to upskill to QuickBooks ProAdvisor.
• Experience providing year-round tax guidance for small businesses is highly desired.

Responsibilities

• Provide hands-on tax advice and complete tax preparation for consumer and business clients, handling simple to complex scenarios.
• Develop relationships and deliver tax strategy and planning services alongside tax preparation.
• Support bookkeeping/payroll needs with a team of specialists while remaining the primary client contact.

Skills

Tax preparation

Customer service

Communication skills

Tax advisory

Bilingual English/Spanish

Tools

QuickBooks ProAdvisor

CRM tools

Tax software

Job description

Intuit Inc. is seeking dedicated TurboTax Retail or Flagship Experts to provide in-person tax preparation and planning services at on-site locations across the United States.

You will act as the primary client contact, delivering tax strategy, prep, and advisory work while collaborating with bookkeeping and payroll specialists to ensure a seamless, full-service experience for individuals and small businesses.