Licensed Tax Accountant

American Accounting Association; Santa Ana (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Intuit in Santa Ana, CA is looking for a Licensed Tax Accountant to provide expert, in-store tax preparation and advisory services to individuals and small businesses. You will use Intuit platforms to prepare, file returns, maximize deductions, and ensure compliance with federal and state regulations.

You will work face-to-face with clients, review documents, explain tax outcomes, and recommend Intuit solutions.

Qualifications

• Proficient in individual and small business tax returns.
• Strong knowledge of federal/state tax codes.
• Experience with tax software (Intuit/TurboTax).

Responsibilities

• Provide in-person tax prep and filing for individuals and small businesses.
• Review documents, identify deductions, ensure compliance.
• Advise clients on tax strategies and life event impacts.
• Verify return accuracy and respond to notices.
• Maintain secure client records in Intuit systems.
• Collaborate with in-store and remote teams.
• Educate clients on Intuit products such as TurboTax.
• Stay current on federal and state tax regs.
• Maintain high data security and confidentiality.

Skills

Tax preparation

Tax planning

IRS/state tax knowledge

Client interviewing

Document review

Data entry accuracy

Compliance knowledge

Federal/state tax codes

Education

CISA – Certified Information System Auditor

Tools

TurboTax

Lacerte

Tax Pro

Job description

Licensed Tax Accountant

Employer Intuit | Location Santa Ana, California | Salary Competitive | Closing date Sep 26, 2026

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.

Job Attributes

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

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