In-Store Tax Specialist & Advisor

Intuit; Fullerton (CA); On-site; USD 35,000 - 52,000; Full time

Job summary

Intuit in California is seeking an in-store Tax Preparer to help individuals maximize their tax outcomes while staying compliant. In this client-facing role, you will interview customers, review financial documents, and prepare federal and state individual tax returns using Intuit's leading tax software.

You will explain results clearly, answer questions, and provide guidance so clients feel confident about their filings.

Qualifications

• Customer service orientation
• Familiarity with tax software workflows
• Able to interview clients and gather documentations

Responsibilities

• Interview customers to collect tax information and documents.
• Review financial documents for accuracy and completeness.
• Prepare federal and state individual tax returns with Intuit software.
• Explain results clearly and answer client questions.
• Stay current on tax law changes and product updates.
• Collaborate with peers and remote experts on complex returns.
• Contribute to a positive, inclusive in-store environment.

Skills

Customer service

Tax software

Tools

Intuit Tax Software

Job description

Intuit in California is seeking an in-store Tax Preparer to help individuals maximize their tax outcomes while staying compliant. In this client-facing role, you will interview customers, review financial documents, and prepare federal and state individual tax returns using Intuit's leading tax software.

You will explain results clearly, answer questions, and provide guidance so clients feel confident about their filings.