Licensed Tax Accountant

American Accounting Association; Anaheim (CA); On-site; USD 70,000 - 95,000; Full time

Job summary

Intuit seeks a Licensed Tax Accountant in Anaheim, CA to provide in-store tax preparation and advisory services to individuals and small businesses using Intuit's platforms.

You'll prepare and file accurate returns, maximize deductions and credits, review financial documents with clients, and explain tax outcomes while collaborating with knowledgeable teammates.

This role includes robust training and opportunities to grow your tax expertise in a purpose-driven environment at Intuit.

Qualifications

• Proficient in individual income tax preparation (1040 and schedules).
• Experience with small business and self-employed tax returns.
• Knowledge of federal and state tax codes and regulations.
• Proficiency with tax software (Intuit TurboTax/Tax Pro/Lacerte).
• Strong data entry and e-file processing skills.
• Ability to interview clients and assess needs.
• Ability to research tax information using IRS publications.

Responsibilities

• Provide in-person tax preparation and filing for individuals and small businesses.
• Review documents, identify deductions/credits, ensure tax compliance.
• Advise on tax planning opportunities and potential life-event impacts.
• Verify return accuracy, resolve discrepancies, respond to simple notices.
• Maintain secure client records in Intuit systems.
• Collaborate with store teams to improve client experiences.
• Educate clients on Intuit products like TurboTax.

Skills

Income tax prep

Small business tax

Tax codes knowledge

Tax software

Data entry accuracy

IRS pub research

Tools

TurboTax

Tax Pro

Lacerte

Job description

Licensed Tax Accountant

Employer: Intuit

Location: Anaheim, California

Salary: Competitive

Closing date: Sep 26, 2026

Focus Area: Taxation

Role Type: Accountant

Role Level: Staff

Certifications: CISA – Certified Information System Auditor

Work Mode: On Site

Employment Type: Full Time

Organization Type: Other

Job Details

Intuit seeks a Licensed Tax Accountant to provide expert, in-store tax preparation and advisory services to individuals and small businesses. In this role, you'll use Intuit's leading financial and tax platforms to prepare and file accurate returns, maximize deductions and credits, and ensure full compliance with federal and state regulations. You'll work face-to-face with clients, reviewing financial documents, explaining tax outcomes, and recommending Intuit solutions that support their financial goals. You'll benefit from robust training, collaboration with knowledgeable teammates, and opportunities to grow your tax expertise and career in a purpose-driven, innovative environment.

Responsibilities

• Provide in-person tax preparation and filing services for individuals and small businesses using Intuit tools
• Review financial documents, identify deductions and credits, and ensure compliance with current tax laws
• Advise clients on tax strategies, planning opportunities, and potential impacts of life events
• Verify accuracy of returns, resolve discrepancies, and respond to basic IRS or state tax notices
• Maintain detailed, secure client records in Intuit systems while protecting sensitive data
• Collaborate with in-store and remote Intuit teams to improve client experiences and share best practices
• Educate clients on Intuit products such as Turbo
• Tax and related financial solutions
• Stay current on federal and state tax regulations through ongoing training and certification renewals

Required Skills

• Individual income tax preparation (Form 1040 and schedules)
• Small business and self-employed tax preparation
• Knowledge of federal and state tax codes and regulations
• Proficiency with tax preparation software (preferably Intuit/Turbo
• Tax Pro
• Series/Lacerte)
• Financial document analysis (W-2s, 1099s, K-1s, receipts)
• Data entry accuracy and electronic filing (e-file) processes
• Client interviewing and needs assessment
• Tax research using IRS publications and authoritative sources
• Documentation and record-keeping in secure systems
• Basic advisory skills in tax planning and deductions