Retail Business Tax Expert & Advisory Pro

Intuit; Chicago (IL); On-site; USD 41,000 - 51,000; Full time

Benefits offered by this job

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Product discounts (TurboTax)

Job summary

Intuit is seeking on-site TurboTax Retail Experts to provide full-service tax preparation for individuals and business entities, including planning and advisory services. You will own client relationships, deliver personalized guidance, and collaborate with specialists on bookkeeping and payroll needs.

Ideal candidates have 3+ seasons of personal tax prep and strong knowledge of business tax rules, with willingness to engage the local community and represent TurboTax in marketing efforts.

Qualifications

• Strong business tax preparation experience.
• Extensive knowledge of federal and state tax laws.
• Ability to build lasting client relationships.

Responsibilities

• Provide hands-on tax advice and complete tax preparation for consumer and business clients.
• Develop tax planning strategies and leverage Intuit resources to deliver solutions.
• Act as the primary contact and owner of client relationships for ongoing support.
• Collaborate with bookkeeping/payroll specialists to address broader client needs.

Skills

Business tax preparation

Client relationship management

Tax laws knowledge

Bilingual English/Spanish

Self-motivation

Tools

QuickBooks ProAdvisor

TurboTax software

Job description

Intuit is seeking on-site TurboTax Retail Experts to provide full-service tax preparation for individuals and business entities, including planning and advisory services. You will own client relationships, deliver personalized guidance, and collaborate with specialists on bookkeeping and payroll needs.

Ideal candidates have 3+ seasons of personal tax prep and strong knowledge of business tax rules, with willingness to engage the local community and represent TurboTax in marketing efforts.