Onsite Business Tax Expert & Advisor

Intuit, Inc.; Moreno Valley (CA); On-site; USD 95,848,000 - 115,964,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee stock purchase plan

E&O insurance

Employee assistance program

TurboTax discount

Job summary

Intuit, Inc. is seeking dedicated year-round Business Tax Experts to join TurboTax Retail or Flagship locations across the United States.

This on-site role combines tax expertise with community engagement to help customers navigate their tax needs and achieve positive financial outcomes. As a TurboTax Retail or Flagship Expert, you will deliver full-service tax preparation for individuals and business entities, provide tax planning advice, and guide clients through Intuit’s ecosystem, while

Qualifications

• Strong business tax preparation experience with 3+ years of tax returns prepared for clients per season.
• Experience with personal and business tax returns and tax planning guidance.
• Familiarity with bookkeeping and willingness to upskill in related Intuit services.

Responsibilities

• Provide hands-on tax advice and complete tax preparation for consumer and business clients.
• Develop relationships and expand services across bookkeeping, payroll, and financial planning.
• Deliver exceptional customer experiences and proactive tax guidance in a retail setting.

Skills

Tax preparation

Tax planning

Customer service

Bilingual (English/Spanish)

CRM software

Communication

Education

Tax preparer license

Tools

QuickBooks ProAdvisor

Job description

Intuit, Inc. is seeking dedicated year-round Business Tax Experts to join TurboTax Retail or Flagship locations across the United States.

This on-site role combines tax expertise with community engagement to help customers navigate their tax needs and achieve positive financial outcomes. As a TurboTax Retail or Flagship Expert, you will deliver full-service tax preparation for individuals and business entities, provide tax planning advice, and guide clients through Intuit’s ecosystem, while