In-Store Tax Expert for Small Businesses

Intuit Inc.; Mansfield (TX); 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

E&O Insurance provided by Intuit

Discounts on Intuit products

Job summary

Intuit Inc. seeks talented individuals to join our TurboTax Retail or Flagship teams as year-round Business Tax Experts.

You will provide expert tax preparation for individuals and businesses, build lasting client relationships, and work onsite in a TurboTax store to deliver proactive, personalized guidance. You’ll collaborate with bookkeeping specialists as needed, expand local client bases, and participate in local marketing efforts to grow TurboTax’s community presence.

Qualifications

• Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.
• Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation
• General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.
• Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Familiarity with Circular 230
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax Uniform
• Must be willing to work in a front facing retail environment

Responsibilities

• Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward.
• Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust.
• Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.
• Be a Proactive Community Ambassador - Enthusiastically represent TurboTax locally and in marketing efforts.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
• Lead and participate with the support of TurboTax in local marketing, making taxes accessible and approachable.

Job description

Intuit Inc. seeks talented individuals to join our TurboTax Retail or Flagship teams as year-round Business Tax Experts.

You will provide expert tax preparation for individuals and businesses, build lasting client relationships, and work onsite in a TurboTax store to deliver proactive, personalized guidance. You’ll collaborate with bookkeeping specialists as needed, expand local client bases, and participate in local marketing efforts to grow TurboTax’s community presence.