Retail Tax Expert & Small-Biz Advisor

Intuit, Inc.; Rockwall (TX); On-site; USD 63,000 - 85,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

Discounts on Intuit products

E&O Insurance provided by Intuit

Employee Assistance Program

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 perform full-service tax preparation for individuals and business entities, while acting as the primary relationship owner for clients in your community. The role emphasizes tax planning, expert guidance, and collaboration with bookkeeping specialists, payroll, and marketing support to grow local client bases.

Qualifications

• 3+ years of business tax preparation experience for 1065 and/or 1120-S.
• 3 seasons of personal tax preparation with about 30 returns per year.
• Knowledge of bookkeeping; willing to upskill to QuickBooks ProAdvisor.
• Must reside in the United States and be onsite 20 hours/week.

Responsibilities

• Provide full-service tax preparation for individuals and business entities.
• Deliver tax planning guidance and expert tax advice.
• Coordinate with bookkeeping and payroll specialists as needed.
• Grow TurboTax client base through local community engagement.

Skills

Tax preparation expertise

Customer service

Onsite retail experience

Bilingual English/Spanish

Strong communication

Tools

TurboTax software

QuickBooks ProAdvisor

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 perform full-service tax preparation for individuals and business entities, while acting as the primary relationship owner for clients in your community. The role emphasizes tax planning, expert guidance, and collaboration with bookkeeping specialists, payroll, and marketing support to grow local client bases.