Retail Business Tax Expert & Advisor

Intuit, Inc.; Brea (CA); On-site; USD 46,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Job summary

Intuit, Inc. is hiring dedicated year-round Business Tax Experts to join TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax preparation for individuals and business entities, while delivering proactive guidance to help clients optimize their financial outcomes. You will work on-site in a TurboTax Retail or Flagship location, collaborating with bookkeeping specialists and leveraging Intuit tools to grow the local client base and deliver a

Qualifications

• Strong business tax preparation experience for federal and state returns (1065 and/or 1120-S) for many clients per season.
• Experience providing year-round tax guidance for small businesses and individuals.
• Familiarity with Circular 230 and tax regulations.

Responsibilities

• Provide hands-on tax advice and complete tax preparation for consumer and business clients.
• Develop and maintain client relationships as their dedicated TurboTax Expert.
• Offer bookkeeping and payroll support in collaboration with specialists.

Skills

Business tax preparation

Federal and state tax returns

Tax advisory services

Bookkeeping knowledge

Customer service

Bilingual English/Spanish

Education

Tax licenses/certificates

Tools

QuickBooks ProAdvisor

CRM/sales tools

Tax preparation software

Job description

Intuit, Inc. is hiring dedicated year-round Business Tax Experts to join TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax preparation for individuals and business entities, while delivering proactive guidance to help clients optimize their financial outcomes. You will work on-site in a TurboTax Retail or Flagship location, collaborating with bookkeeping specialists and leveraging Intuit tools to grow the local client base and deliver a