In-Store Business Tax Pro & Client Advisor

Intuit, Inc.

Santa Monica (CA)

On-site

USD 70,000 - 110,000

Full time

14 days+
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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
Discounts on Intuit products
Marketing support
Growth opportunities

Job summary

Intuit, Inc. is seeking dedicated Year-Round Business Tax Experts to join TurboTax Retail or Flagship locations nationwide.

You will work on-site with clients, performing full-service tax preparation for individuals and business entities, offering expert tax advice and planning. You will connect with local communities, build long-term relationships, and promote the full Intuit ecosystem including bookkeeping, payroll and financial services.

Qualifications

  • 3+ years of hands-on experience preparing federal and state business tax returns.
  • 3 seasons of personal tax prep with substantial volume.
  • Strong knowledge of bookkeeping and willingness to upskill QuickBooks ProAdvisor.
  • Experience advising on business tax and year-round tax planning.
  • Licenses or permits as required by state.
  • Willing to work onsite, Sunday through Saturday, 20+ hours/week.
  • Ability to build local community presence and client retention.

Responsibilities

  • Provide hands-on tax advice and complete tax prep for consumer and business clients.
  • Identify deductions and plan future tax strategies.
  • Collaborate with bookkeeping, payroll and other specialists to serve client needs.
  • Develop and maintain ongoing client relationships.
  • Engage with local community and promote TurboTax services.

Skills

Tax preparation
Customer service
Bilingual
Spanish

Tools

QuickBooks

Job description

Intuit, Inc. is seeking dedicated Year-Round Business Tax Experts to join TurboTax Retail or Flagship locations nationwide.

You will work on-site with clients, performing full-service tax preparation for individuals and business entities, offering expert tax advice and planning. You will connect with local communities, build long-term relationships, and promote the full Intuit ecosystem including bookkeeping, payroll and financial services.

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