Onsite Retail Business Tax Expert & Community Advisor

Intuit; Brea (CA); On-site; USD 95,848,000 - 115,975,000; Full time

Benefits offered by this job

401(k) plan with company match

Discounts on Intuit products (TurboTax

Job summary

Intuit is seeking highly motivated individuals to join our TurboTax Retail or Flagship locations as on-site Business Tax Experts. You will provide full-service tax preparation for individuals and business entities, deliver expert tax planning and software support, and act as the central trusted advisor for clients in your community.

You’ll work with a team, grow the local client base, and help customers navigate complex tax scenarios using Intuit’s tools, delivering personalized guidance and

Qualifications

• Minimum of 3 seasons of personal tax preparation with at least 30 returns per tax year.
• 3+ years of business tax return experience (1065/1120-S) for 20+ clients per season.
• Knowledge of bookkeeping and QuickBooks ProAdvisor preferred.
• Ability to work onsite at TurboTax retail or flagship location, 20+ hours per week.
• Bilingual English/Spanish a plus.

Responsibilities

• Provide hands-on tax advice and prepare tax returns for consumer and business clients.
• Deliver tax planning guidance and software support to clients.
• Develop relationships and cross-sell bookkeeping/payroll services as needed.
• Collaborate with bookkeeping specialists to ensure seamless service.

Skills

Tax advisory services

Personal tax prep

Bookkeeping familiarity

Business tax returns

State licenses

Circular 230 familiarity

Onsite retail presence

Bilingual English/Spanish

CRM/sales tools

Tax software proficiency

Tools

QuickBooks ProAdvisor

CRM tools

Tax software

Job description

Intuit is seeking highly motivated individuals to join our TurboTax Retail or Flagship locations as on-site Business Tax Experts. You will provide full-service tax preparation for individuals and business entities, deliver expert tax planning and software support, and act as the central trusted advisor for clients in your community.

You’ll work with a team, grow the local client base, and help customers navigate complex tax scenarios using Intuit’s tools, delivering personalized guidance and