Retail Business Tax Expert & Client Advisor

Intuit Careers; Long Beach (CA); On-site; USD 70,000 - 84,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Free TurboTax copy

Job summary

Intuit is seeking motivated individuals to join our TurboTax Retail or Flagship locations as on-site Business Tax Experts. You will provide full-service tax preparation for consumer and small business clients, handling complex tax scenarios and delivering personalized guidance.

You will own client relationships, collaborate with a team, and expand local TurboTax presence through proactive outreach and community engagement while leveraging Intuit resources.

Qualifications

• 3+ years preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season.

Responsibilities

• Provide hands-on tax advice and complete tax preparation for consumer and business clients, including complex scenarios.
• Develop knowledge of client financials to offer proactive tax planning and year-round support.
• Cross-sell related services such as bookkeeping, payroll, and financial planning.

Skills

Business tax preparation

Federal/state returns

Bookkeeping familiarity

QuickBooks ProAdvisor

Communication skills

Bilingual English/Spanish

Tools

TurboTax

QuickBooks

CRM software

Job description

Intuit is seeking motivated individuals to join our TurboTax Retail or Flagship locations as on-site Business Tax Experts. You will provide full-service tax preparation for consumer and small business clients, handling complex tax scenarios and delivering personalized guidance.

You will own client relationships, collaborate with a team, and expand local TurboTax presence through proactive outreach and community engagement while leveraging Intuit resources.