Tax Preparer

Intuit, Inc.; Mission Viejo (CA); On-site; USD 42,000 - 66,000; Full time

Job summary

Intuit is seeking an in-store Tax Associate to help customers confidently navigate tax season. You’ll use TurboTax and QuickBooks to prepare accurate federal and state returns, review financial documents, and identify deductions and credits for individuals and small businesses.

You’ll explain tax outcomes in clear terms, ensure compliance with current regulations, and maintain strict data security. Working on-site with a collaborative team, you’ll benefit from Intuit’s learning culture and

Qualifications

• Customer-facing role experience preferred.
• Ability to explain tax outcomes in simple terms.
• Strong on data security and compliance with regulations.

Responsibilities

• Prepare federal and state tax returns for individuals and small businesses.
• Review financial documents for accuracy and completeness.
• Identify deductions and credits to maximize client refunds.
• Explain tax outcomes clearly to customers.
• Maintain strict data security and confidentiality.

Skills

Customer service

Regulatory compliance

Data security

Attention to detail

Tools

TurboTax

QuickBooks

Job description

Intuit is seeking an in-store Tax Associate to help customers confidently navigate tax season. In this customer-facing role, you’ll use Intuit tools like TurboTax and QuickBooks to prepare accurate federal and state returns, review financial documents, and identify deductions and credits for individuals and small businesses. You’ll explain tax outcomes in clear, simple terms, ensure compliance with current regulations, and maintain strict data security. Working on-site with a collaborative team, you’ll benefit from Intuit’s learning culture, tech-enabled workflows, and the opportunity to support millions on their path to financial prosperity.