In-Store Business Tax Expert

Intuit; Northbrook (IL); Presencial; USD 30.000 - 37.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) Savings Plan with company match

paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

discounts on Intuit products including

free copy of TurboTax

ongoing collaboration opportunities

marketing support

Descripción de la vacante

Intuit is seeking ambitious individuals to join our TurboTax Retail team as year-round Business Tax Experts. You will perform full-service tax preparation for consumer and business clients on-site, handling complex scenarios and delivering proactive guidance while serving as the primary client relationship owner.

In collaboration with bookkeeping specialists, you’ll expand the local TurboTax footprint, support marketing initiatives, and build lasting trust with community members through

Formación

• 3+ years of federal/state business tax returns experience (1065/1120-S) for at least 20 clients per season using commercial tax software.
• 3 seasons of personal tax preparation with at least 30 returns per year in a tax practice or retail setting.
• Knowledge of bookkeeping; QuickBooks ProAdvisor is a plus.
• Experience providing year‑round tax guidance for small businesses.
• State licenses/certifications or ability to obtain them.
• Familiarity with Circular 230.
• Willing to work onsite at a TurboTax retail/flagship location, 20+ hours/week.
• Interest in building local community presence for TurboTax expertise.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory beyond filing.
• Willing to wear a TurboTax uniform and work in front-facing retail.
• Comfort with fast-paced, customer-facing environment.

Responsabilidades

• Provide hands-on tax advice and complete tax preparation for TurboTax consumer and business clients, from simple to complex scenarios.
• Develop client relationships and deliver tax strategy and guidance in everyday language.
• Partner with bookkeeping and payroll teammates when needed to support client needs.
• Deliver a best-in-class customer experience both in-person and via Intuit tools.
• Act as a proactive community ambassador and grow TurboTax client base locally.
• Engage with new prospects, nurture leads, and convert them into long-term clients.
• Lead local marketing efforts to make taxes approachable for the community.

Conocimientos

Tax preparation

Business tax returns

Client relationships

Communication

Sales & outreach

On-site retail experience

Herramientas

QuickBooks ProAdvisor

CRM tools

Tax software

Descripción del empleo

Intuit is seeking ambitious individuals to join our TurboTax Retail team as year-round Business Tax Experts. You will perform full-service tax preparation for consumer and business clients on-site, handling complex scenarios and delivering proactive guidance while serving as the primary client relationship owner.

In collaboration with bookkeeping specialists, you’ll expand the local TurboTax footprint, support marketing initiatives, and build lasting trust with community members through