Onsite Business Tax Expert & Client Advisor

Intuit, Inc.; Seattle (WA); On-site; USD 43,000 - 54,000; Full time

Benefits offered by this job

401(k) with company match

Stock Purchase Plan

E&O Insurance

Job summary

Intuit, Inc. is seeking year-round TurboTax Retail or Flagship location experts to provide top-tier tax preparation and advisory services in-person. You will own client relationships, offer tax planning, and leverage Intuit resources to grow a local client base.

Role requires onsite presence at TurboTax retail or flagship stores, delivering personalized guidance across individual and business tax scenarios while collaborating with a team of specialists.

Qualifications

• Minimum 3 seasons of personal tax preparation, ~30 returns/year.
• Strong experience preparing federal/state business tax returns (1065/1120-S).
• Experience with QuickBooks ProAdvisor or willingness to upskill.

Responsibilities

• Provide hands-on tax advice and complete tax prep for consumer and business clients.
• Identify deductions, minimize liabilities, maximize refunds, and plan for future taxes.
• Collaborate with bookkeeping/payroll specialists as needed and own client relationships.

Skills

Business tax prep

Small business tax

Tax software proficiency

CRM tools

Customer service

Bilingual English/Spanish

Education

Tax preparer license

Tools

QuickBooks ProAdvisor

Tax software

Job description

Intuit, Inc. is seeking year-round TurboTax Retail or Flagship location experts to provide top-tier tax preparation and advisory services in-person. You will own client relationships, offer tax planning, and leverage Intuit resources to grow a local client base.

Role requires onsite presence at TurboTax retail or flagship stores, delivering personalized guidance across individual and business tax scenarios while collaborating with a team of specialists.