Retail Business Tax Advisor

Intuit, Inc.; Rancho Cucamonga (CA); On-site; USD 70,000 - 84,000; Full time

Benefits offered by this job

401(k) matching

Stock Purchase Plan

Discounts on TurboTax products

Free TurboTax copy

Job summary

Intuit, Inc. seeks dedicated TurboTax Retail or Flagship location experts for year-round on-site tax services. You will provide hands-on tax preparation for individuals and all business entities, while guiding clients with proactive tax planning and Intuit solutions.

You will own client relationships, expand engagement with bookkeeping/payroll services, and help grow TurboTax presence in the local community through outreach and exemplary service.

Qualifications

• 3+ seasons of personal tax preparation, 30 returns/year.
• Experience preparing business tax returns (1065/1120-S).
• Familiarity with QuickBooks is a plus.

Responsibilities

• Provide tax advice and complete tax prep for consumers and businesses.
• Own client relationship and deliver tax planning services.
• Assist with bookkeeping, payroll and other Intuit services when needed.
• Drive local client growth and community engagement.

Skills

Tax preparation

Customer service

Communication

Sales/upsell

On-site work

Tools

TurboTax software

CRM tools

QuickBooks ProAdvisor

Job description

Intuit, Inc. seeks dedicated TurboTax Retail or Flagship location experts for year-round on-site tax services. You will provide hands-on tax preparation for individuals and all business entities, while guiding clients with proactive tax planning and Intuit solutions.

You will own client relationships, expand engagement with bookkeeping/payroll services, and help grow TurboTax presence in the local community through outreach and exemplary service.