In-Store Tax Expert & Planner

American Accounting Association; Plano (TX); On-site; USD 60,000 - 95,000; Full time

Job summary

Intuit seeks a Licensed Tax Accountant to provide in-store tax preparation and advisory services to individuals and small businesses in Plano, Texas.

You will prepare and file accurate returns, maximize deductions and credits, and ensure full compliance with federal and state regulations. You will work face-to-face with clients, review documents, and explain tax outcomes while collaborating with knowledgeable teammates in a purpose-driven environment.

Qualifications

• In-person tax preparation for individuals and small businesses.
• Strong knowledge of federal and state tax codes.
• Experience with tax software and IRS publications.

Responsibilities

• Provide in-person tax preparation and filing services.
• Review documents and identify deductions and credits.
• Advise clients on tax strategies and compliance.
• Verify accuracy of returns and respond to notices.
• Maintain secure client records in Intuit systems.
• Collaborate with in-store and remote teams.
• Educate clients on Intuit products such as TurboTax.
• Support tax and related financial solutions.
• Stay current on tax regulations and renew certifications.

Skills

Individual income tax preparation

Small business tax prep

Knowledge of federal and state tax

Tax software proficiency

Tax Pro

Series/Lacerte

Financial document analysis

Data entry accuracy

Client interviewing

Tax research

Record-keeping

Tax planning advisory

Tools

TurboTax

Lacerte

Job description

Intuit seeks a Licensed Tax Accountant to provide in-store tax preparation and advisory services to individuals and small businesses in Plano, Texas.

You will prepare and file accurate returns, maximize deductions and credits, and ensure full compliance with federal and state regulations. You will work face-to-face with clients, review documents, and explain tax outcomes while collaborating with knowledgeable teammates in a purpose-driven environment.