Onsite Business Tax Expert: Build Local Clients

Intuit; New York (NY); Vor Ort; USD 70.000 - 84.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Marketing support

Zusammenfassung

Intuit is hiring year-round TurboTax Retail/Flagship-based Business Tax Experts to prepare taxes for individuals and business entities, and to build lasting client relationships in local communities.

You will deliver tax preparation, planning, and advisory services onsite, collaborating with bookkeeping specialists as needed and leveraging Intuit resources to grow a local client base.

Qualifikationen

• Strong business tax preparation experience with federal and state returns (1065/1120-S) for multiple clients.
• Personal tax prep experience for 3+ seasons with 30+ returns/year.
• Knowledge of bookkeeping and willingness to upskill to QuickBooks ProAdvisor.

Aufgaben

• Provide hands-on tax advice and full service tax preparation for consumer and business clients using Intuit tools.
• Develop client relationships and guide them through tax planning and related services.
• Support cross-selling of bookkeeping, payroll, and financial planning services to clients.

Kenntnisse

Tax preparation experience

Federal & state returns

Bookkeeping knowledge

QuickBooks ProAdvisor

Onsite retail environment

Bilingual English/Spanish

Tools

Tax preparation software

Jobbeschreibung

Intuit is hiring year-round TurboTax Retail/Flagship-based Business Tax Experts to prepare taxes for individuals and business entities, and to build lasting client relationships in local communities.

You will deliver tax preparation, planning, and advisory services onsite, collaborating with bookkeeping specialists as needed and leveraging Intuit resources to grow a local client base.