In-Store Tax Expert & Small-Business Advisory Pro

Intuit Inc.; Brea (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Employee Stock Purchase Plan

Discounts on Intuit products

Job summary

Intuit Inc. is seeking highly motivated individuals to join our TurboTax Retail or Flagship locations across the United States as year-round Business Tax Experts dedicated to helping customers navigate their tax needs.

You will provide full-service tax preparation for consumers and business entities, offering tax advice, planning, and software support, while serving as the primary relationship owner. You will collaborate with bookkeeping experts to deliver a seamless, proactive, personalized

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, with a minimum of 30 returns per tax year, in a tax practice or retail setting.
• General knowledge of bookkeeping; willing to upskill to QuickBooks ProAdvisor.

Responsibilities

• Provide tax expertise and complete tax preparation services for TurboTax consumer and business clients.
• Deliver tax planning guidance and proactive tax strategy.
• Grow TurboTax client base and foster long-term relationships across local communities.
• Collaborate with bookkeeping specialists to deliver a seamless, full-service experience.

Skills

Tax preparation

Bookkeeping

Customer service

Bilingual English/Spanish

Relationship building

Tools

TurboTax

QuickBooks ProAdvisor

Job description

Intuit Inc. is seeking highly motivated individuals to join our TurboTax Retail or Flagship locations across the United States as year-round Business Tax Experts dedicated to helping customers navigate their tax needs.

You will provide full-service tax preparation for consumers and business entities, offering tax advice, planning, and software support, while serving as the primary relationship owner. You will collaborate with bookkeeping experts to deliver a seamless, proactive, personalized