Retail Business Tax Expert & Community Advisor

Intuit; Pasadena (CA); On-site; USD 95,848,000 - 115,964,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Discounts on Intuit products including

Job summary

Intuit is seeking dedicated year-round Business Tax Experts for TurboTax Retail or Flagship locations in the United States. You will perform full-service tax preparation for individuals and business entities, acting as the primary contact for clients and delivering strategic tax guidance in a collaborative, on-site retail setting.

You will work with a team of bookkeeping specialists as needed and grow TurboTax’s local client base through community outreach, marketing support, and excellent

Qualifications

• Strong business tax preparation experience with federal and state returns for many clients.
• Personal tax preparation experience across seasons (min. 3 seasons) and 30+ returns/year.
• General bookkeeping knowledge and willingness to upskill to QuickBooks ProAdvisor.

Responsibilities

• Provide hands-on tax advice and complete tax prep for consumer and business clients.
• Facilitate tax reviews to uncover deductions and plan for future years.
• Develop deep understanding of client financials to offer holistic guidance.

Skills

Tax preparation experience

Personal tax prep experience

Bookkeeping knowledge

Business tax returns

State licenses awareness

Circular 230 familiarity

Onsite customer service

Community engagement

Bilingual (English/Spanish)

Holistic tax advisory

Retail environment experience

Tools

QuickBooks ProAdvisor

CRM/Sales tools

Job description

Intuit is seeking dedicated year-round Business Tax Experts for TurboTax Retail or Flagship locations in the United States. You will perform full-service tax preparation for individuals and business entities, acting as the primary contact for clients and delivering strategic tax guidance in a collaborative, on-site retail setting.

You will work with a team of bookkeeping specialists as needed and grow TurboTax’s local client base through community outreach, marketing support, and excellent