In-Store Tax Pro: Deductions & Compliance

Intuit, Inc.; Lake Forest (IL); On-site; USD 42,000 - 62,000; Full time

Job summary

Intuit is seeking an in-store Tax Associate to help customers navigate tax season. In this customer-facing role you'll use TurboTax and QuickBooks to prepare federal and state returns, review financial documents, and identify deductions and credits for individuals and small businesses.

You'll explain tax outcomes in clear terms, ensure regulatory compliance, and maintain strict data security while working on-site with a collaborative team.

Qualifications

• Prepare federal and state tax returns for individuals and small businesses.
• Explain tax outcomes in clear, simple terms to customers.
• Assist customers in-store with tax-related questions and documents.
• Maintain data security and regulatory compliance while handling sensitive information.

Responsibilities

• Assist customers in-store to navigate tax season using TurboTax and QuickBooks.
• Identify deductions and credits for individuals and small businesses.
• Review financial documents for accuracy and completeness.
• Explain tax outcomes clearly and professionally to customers.

Skills

Tax preparation

Customer service

Tools

TurboTax

QuickBooks

Job description

Intuit is seeking an in-store Tax Associate to help customers navigate tax season. In this customer-facing role you'll use TurboTax and QuickBooks to prepare federal and state returns, review financial documents, and identify deductions and credits for individuals and small businesses.

You'll explain tax outcomes in clear terms, ensure regulatory compliance, and maintain strict data security while working on-site with a collaborative team.