Onsite Retail Business Tax Expert & Advisor

Intuit Inc.; Princeton (NJ); On-site; USD 33,000 - 52,000; Full time

Benefits offered by this job

401(k) with company matching

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit Inc. seeks motivated individuals for year-round TurboTax Retail or Flagship roles as Business Tax Experts. You will provide full-service tax prep for individuals and various business entities, serve as the primary client contact, and grow the local TurboTax presence with marketing support.

You’ll work onsite, collaborate with a bookkeeping team, and guide clients through tax strategy and planning while delivering an exceptional customer experience in a retail environment.

Qualifications

• Strong business tax preparation experience with 3+ seasons handling federal and state returns for many clients.
• Personal tax prep experience and ability to service small businesses holistically.
• Knowledge of bookkeeping and willingness to upskill in QuickBooks ProAdvisor.
• State licenses or ability to obtain them; familiar with Circular 230.
• Willingness to work onsite at TurboTax stores, 20+ hours per week, including weekends.

Responsibilities

• Provide hands-on tax advice and complete tax prep for consumer and business clients.
• Conduct discovery sessions, identify deductions, plan taxes, and optimize refunds.
• Act as a trusted guide, connecting clients with complementary Intuit services.
• Build long-term relationships and expand the client base through local outreach.
• Deliver excellent customer experience in-person and via Intuit video tools.

Skills

Tax preparation

Bookkeeping

Customer service

Onsite retail

Spanish bilingual

Sales & relationship building

Tax advisory

Proactive guidance

Technology proficient

Tools

QuickBooks ProAdvisor

Tax preparation software

CRM tools

Job description

Intuit Inc. seeks motivated individuals for year-round TurboTax Retail or Flagship roles as Business Tax Experts. You will provide full-service tax prep for individuals and various business entities, serve as the primary client contact, and grow the local TurboTax presence with marketing support.

You’ll work onsite, collaborate with a bookkeeping team, and guide clients through tax strategy and planning while delivering an exceptional customer experience in a retail environment.