Onsite Business Tax Expert & Advisor

Intuit; Plano (TX); On-site; USD 70,000 - 86,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Discounts on Intuit products including

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Job summary

Intuit is seeking highly motivated individuals to join our TurboTax Retail or Flagship locations across the United States as dedicated year-round Business Tax Experts. On-site role, full-service tax preparation for individuals and all business entities, with support from bookkeeping specialists; you will own client relationships and deliver tax strategy and preparation services.

You will wear a TurboTax uniform and help grow the local client base while engaging with the community in a

Qualifications

• 3+ years of business tax preparation experience with 20+ clients per season.
• 3 seasons of personal tax prep experience with 30+ returns per year.
• Knowledge of bookkeeping and willingness to upskill.

Responsibilities

• Provide hands-on tax advice and complete tax prep for consumer and business clients.
• Develop deep understanding of clients' finances and offer year-round guidance.
• Grow TurboTax client base and maintain strong community relationships.
• Work onsite in a retail environment and coordinate with bookkeeping support.

Skills

Tax preparation expertise

Customer service excellence

English/Spanish bilingual

CRM software proficiency

Tools

QuickBooks ProAdvisor

TurboTax software

CRM tools

Job description

Intuit is seeking highly motivated individuals to join our TurboTax Retail or Flagship locations across the United States as dedicated year-round Business Tax Experts. On-site role, full-service tax preparation for individuals and all business entities, with support from bookkeeping specialists; you will own client relationships and deliver tax strategy and preparation services.

You will wear a TurboTax uniform and help grow the local client base while engaging with the community in a