Retail Tax Expert & Community Growth Partner

Intuit Careers; Anaheim (CA); On-site; USD 4,608,000 - 5,575,000; Full time

Benefits offered by this job

401(k) with company matching

Free TurboTax copy

Employee stock purchase plan

Job summary

Intuit is seeking motivated individuals to join our TurboTax Retail or Flagship locations as on-site Business Tax Experts. You will provide in-person tax preparation for individuals and business entities, advise on planning, and act as the trusted guide for clients’ overall financial picture.

You’ll collaborate with bookkeeping specialists when needed and help grow TurboTax’s presence in the local community through proactive outreach and local marketing initiatives.

Qualifications

• Strong business tax preparation experience with federal/state returns.
• Ability to advise on tax planning and deductions for individuals and small businesses.
• Familiarity with tax software and CRM tools.

Responsibilities

• Provide hands-on tax advice and complete tax preparation for individuals and business clients.
• Develop relationships and grow TurboTax client base in the local community.
• Assist in cross-selling bookkeeping, payroll, and financial planning services.

Skills

Business tax prep

Federal/state returns

Tax software

Bookkeeping

Licensing

Bilingual EN/ES

Customer service

Tools

QuickBooks ProAdvisor

Job description

Intuit is seeking motivated individuals to join our TurboTax Retail or Flagship locations as on-site Business Tax Experts. You will provide in-person tax preparation for individuals and business entities, advise on planning, and act as the trusted guide for clients’ overall financial picture.

You’ll collaborate with bookkeeping specialists when needed and help grow TurboTax’s presence in the local community through proactive outreach and local marketing initiatives.