Onsite Business Tax Expert: Grow Local Client Relationships

Intuit, Inc.; Maricopa (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with company matching

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Job summary

Intuit, Inc. is seeking highly motivated individuals to join our team as dedicated year-round Business Tax Experts in TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax advice and complete tax preparation for both consumer and business clients, serving as the primary contact and relationship owner. You will work onsite at a TurboTax Retail or Flagship location, collaborating with bookkeeping specialists when needed, and expanding TurboTax client base

Qualifications

• 3+ years of recent experience preparing federal and state business tax returns.
• Minimum of 3 tax seasons for personal returns (30+ per year) in a practice or retail setting.
• Familiar with bookkeeping; QuickBooks knowledge preferred.
• Must reside in the United States and obtain state licenses as required.

Responsibilities

• Provide hands-on tax advice and complete tax preparation for consumer and business clients.
• Develop client relationships and deliver proactive tax planning.
• Educate clients on tax implications and cross-sell Intuit services.
• Collaborate with bookkeeping, payroll, and support teams.

Skills

Tax preparation

Business tax

Client relationship

Billable work

Tools

QuickBooks ProAdvisor

Tax software

CRM tools

Job description

Intuit, Inc. is seeking highly motivated individuals to join our team as dedicated year-round Business Tax Experts in TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax advice and complete tax preparation for both consumer and business clients, serving as the primary contact and relationship owner. You will work onsite at a TurboTax Retail or Flagship location, collaborating with bookkeeping specialists when needed, and expanding TurboTax client base