Onsite Business Tax Expert & Client Advisor

Williams Lea; Redlands (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit seeks a Business Tax Expert to join TurboTax Retail or Flagship locations, handling on-site tax preparation for individuals and business entities. You will own client relationships, deliver tax strategy and preparation, and collaborate with bookkeeping and payroll specialists to deliver full-service support.

Expect to grow the local client base, provide exemplary service, and be a community ambassador for TurboTax in-store promotions and outreach.

Qualifications

• Strong business tax preparation experience and knowledge of tax laws; 3+ years of federal/state returns (1065/1120-S) for 20+ clients per season using commercial software.

Responsibilities

• Provide hands-on tax advice and complete tax preparation for consumer and business clients.
• Develop relationships and engage with clients to offer tax planning and other Intuit services.
• Collaborate with in-store team to grow TurboTax client base locally.

Skills

Business tax prep

Tax law knowledge

Client volume 20+/season

Tax software

Tools

Commercial tax software

Job description

Intuit seeks a Business Tax Expert to join TurboTax Retail or Flagship locations, handling on-site tax preparation for individuals and business entities. You will own client relationships, deliver tax strategy and preparation, and collaborate with bookkeeping and payroll specialists to deliver full-service support.

Expect to grow the local client base, provide exemplary service, and be a community ambassador for TurboTax in-store promotions and outreach.