Onsite Business Tax Advisor — Retail & Community

Intuit, Inc.; Plano (TX); On-site; USD 69,000 - 84,000; Full time

Benefits offered by this job

401(k) with company match

Employee Stock Purchase Plan

Discounts on Intuit products

Job summary

Intuit, Inc. seeks TurboTax Retail or Flagship Tax Experts to work on-site in a TurboTax store, serving in-person clients with tax preparation and advisory services.

You will handle personal and business tax returns, offer proactive tax planning, and coordinate with bookkeeping specialists to ensure a seamless client experience while growing Intuit’s presence in the community. This role requires strong tax knowledge, excellent customer service, and the ability to operate in a fast-paced retail

Qualifications

• Strong business tax preparation experience and knowledge of tax laws.
• Experience advising clients and delivering tax planning guidance.
• Comfort working onsite at a TurboTax location and engaging with customers.

Responsibilities

• Provide hands-on tax expertise and complete tax preparations.
• Build and maintain client relationships for year-round support.
• Collaborate with bookkeeping/payroll specialists when needed.

Skills

Business tax prep

Client advisory

Onsite retail experience

Bilingual English/Spanish

CRM/software proficiency

Tools

QuickBooks ProAdvisor

Tax software

Job description

Intuit, Inc. seeks TurboTax Retail or Flagship Tax Experts to work on-site in a TurboTax store, serving in-person clients with tax preparation and advisory services.

You will handle personal and business tax returns, offer proactive tax planning, and coordinate with bookkeeping specialists to ensure a seamless client experience while growing Intuit’s presence in the community. This role requires strong tax knowledge, excellent customer service, and the ability to operate in a fast-paced retail