Onsite Retail Business Tax Expert

Intuit, Inc.; Northbrook (IL); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

401(k) Savings Plan

Employee Stock Purchase Plan

Discounts on Intuit products

Job summary

Intuit, Inc. seeks motivated individuals to join our TurboTax Retail team as year-round Business Tax Experts at a store location in the United States.

You’ll provide full-service tax preparation for individuals and business entities, offering expert guidance and practical solutions while building lasting client relationships. You’ll collaborate with bookkeeping and payroll specialists, expand TurboTax’s local presence, and serve as the trusted face for tax services in your community, delivering

Qualifications

• 3+ years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season using tax software.
• 3 or more seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year, in a tax practice or retail setting.

Responsibilities

• Provide hands-on tax advice and tax preparation for TurboTax consumer and business clients, handling simple to complex situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future planning advice.
• Develop deep understanding of each client’s financial picture and ensure proactive, personalized guidance.
• Collaborate with bookkeeping, payroll specialists to support core accounting functions when needed.
• Act as the central relationship owner, ensuring continuity and a seamless experience across services.
• Grow TurboTax client base locally through proactive outreach and community engagement.

Skills

Business tax preparation

Personal tax experience

Bookkeeping knowledge

Business tax returns

State licenses

Circular 230 familiarity

Onsite retail service

English/Spanish bilingual (plus)

Holistic tax advisory

Retail environment readiness

Tools

QuickBooks ProAdvisor

Job description

Intuit, Inc. seeks motivated individuals to join our TurboTax Retail team as year-round Business Tax Experts at a store location in the United States.

You’ll provide full-service tax preparation for individuals and business entities, offering expert guidance and practical solutions while building lasting client relationships. You’ll collaborate with bookkeeping and payroll specialists, expand TurboTax’s local presence, and serve as the trusted face for tax services in your community, delivering