Licensed Tax Accountant

American Accounting Association; Morristown (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Intuit seeks a Licensed Tax Accountant to provide expert in-store tax preparation and advisory services to individuals and small businesses at our Morristown location. You'll use Intuit's platforms to prepare and file returns, maximize deductions, and ensure compliance with federal and state regulations.

You will work face-to-face with clients, review financial documents, explain tax outcomes, and recommend Intuit solutions that support their financial goals.

Qualifications

• Licensed tax professional with ability to prepare individual returns (1040) and schedules.
• Experience with small business and self-employed tax filings.
• Strong knowledge of federal and state tax codes.
• Proficient with tax software (TurboTax, ProSeries, Lacerte).
• Attention to data accuracy and secure filing.
• Ability to explain tax outcomes to clients and suggest solutions.

Responsibilities

• Provide in-person tax preparation and filing services for individuals and small businesses.
• Review documents, identify deductions, and ensure regulatory compliance.
• Advise clients on tax strategies and planning opportunities.
• Verify returns and respond to IRS/state notices.
• Maintain secure client records in Intuit systems.
• Collaborate with store teams to improve client experiences.
• Educate clients on Intuit products and related services.
• Stay updated on federal/state tax regulations and renew certifications.

Skills

Individual income tax preparation

Small business tax prep

Federal and state tax codes

Tax software proficiency

Client interviewing

Tax research

Data security and record-keeping

In-person tax advisory

IRS/state notices handling

Education

CISA – Certified Information System Auditor

Tools

TurboTax

ProSeries

Lacerte

Job description

Employer: Intuit

Location: Morristown, New Jersey

Salary: Competitive

Closing date: Oct 2, 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

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