Retail Tax Expert - Business & Personal Advisor

Intuit, Inc.; Rancho Cucamonga (CA); On-site; USD 45,000 - 55,000; Part 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

Job summary

Intuit, Inc. is seeking dedicated year-round Business Tax Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax preparation for individuals and business entities, delivering expert guidance and leveraging Intuit resources to help clients achieve favorable outcomes. You’ll develop deep understanding of each customer’s financial picture, offer proactive tax planning, and collaborate with bookkeeping and payroll specialists to

Qualifications

• 3+ years of business tax return prep experience (1065/1120-S) for multiple clients.
• 3 seasons of personal tax prep with at least 30 returns per year.
• Bookkeeping knowledge; QuickBooks ProAdvisor a plus.
• State licenses or equivalents; familiarity with Circular 230.
• Willing to work onsite 20+ hours/week in a retail environment.

Responsibilities

• Provide hands-on tax advice and complete tax prep for consumer and business clients.
• Identify deductions, plan tax strategies, and provide year-round guidance.
• Collaborate with bookkeeping and payroll specialists as needed.
• Grow TurboTax client base and participate in local marketing.

Skills

Tax expertise

Tax preparation experience

Bookkeeping knowledge

Customer service

Bilingual English/Spanish

Tools

TurboTax software

CRM tools

Job description

Intuit, Inc. is seeking dedicated year-round Business Tax Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax preparation for individuals and business entities, delivering expert guidance and leveraging Intuit resources to help clients achieve favorable outcomes. You’ll develop deep understanding of each customer’s financial picture, offer proactive tax planning, and collaborate with bookkeeping and payroll specialists to