Retail Tax Expert & Small-Business Advisor

Intuit Careers; Anaheim (CA); On-site; USD 69,000 - 84,000; Full time

Benefits offered by this job

401(k) with company matching

Discounts on Intuit products

Free TurboTax copy

Job summary

Intuit is seeking year-round Business Tax Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You’ll provide full-service tax prep for individuals and business entities and act as the primary client relationship owner, delivering tax strategy and preparation.

You’ll collaborate with bookkeeping and payroll specialists as needed and help expand TurboTax’s local community presence through outreach and marketing support.

Qualifications

• 3+ years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for 20+ clients per season using commercial software.
• 3 seasons of personal tax preparation experience, with at least 30 returns per tax year, in a tax practice or retail setting.

Responsibilities

• Provide tax expertise and complete tax preparation for TurboTax consumer and business clients (personal and business income, deductions, amendments).
• Develop client relationships and offer tax planning guidance for year-round service.
• Coordinate with bookkeeping/payroll specialists to deliver seamless service.
• Engage clients with local marketing and community outreach to grow TurboTax presence.

Skills

Business tax prep

Tax laws

W-2 filings

TurboTax software

CRM tools

Tools

TurboTax software

CRM tools

Job description

Intuit is seeking year-round Business Tax Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You’ll provide full-service tax prep for individuals and business entities and act as the primary client relationship owner, delivering tax strategy and preparation.

You’ll collaborate with bookkeeping and payroll specialists as needed and help expand TurboTax’s local community presence through outreach and marketing support.