Tax Preparer

Intuit, Inc.; Santa Monica (CA); On-site; USD 30,000 - 47,000; Part time

Job summary

Intuit, Inc. in Santa Monica seeks an experienced tax preparer to handle federal and state 1040 returns, advise on deductions and credits, and build lasting client relationships within the community.

The role is in-person (hourly, non-exempt) with 25–30 hours/week and peak-season up to 40 hours. PTIN required; on-site availability and U.S. work authorization are mandatory.

Qualifications

• 3+ years of paid experience preparing 30+ federal and state 1040 returns per season with professional tax software.
• PTIN (IRS Preparer Tax Identification Number) or willingness to obtain one before start.
• State licenses, certificates, permits, or bonds, or willingness to obtain them before start.
• On-site availability to work in person.
• Authorization to work in the U.S.

Responsibilities

• Prepare and review individual returns, from simple to complex, including Schedule C, deduction optimization, and amended returns.
• Run discovery sessions to uncover deductions, reduce liability, maximize refunds, and give forward-looking tax planning advice.
• Explain tax topics in plain language and resolve client questions.
• Build and retain your own client base through follow-up, referrals, and community outreach.
• Serve clients in person and by secure video.
• Research issues using IRS and state resources, professional tools, and team expertise.

Skills

Tax software

Client relations

Attention to detail

Tools

CRM software

Job description

Join a client-facing tax team. You’ll prepare federal and state individual (1040) returns in person, advise on deductions and credits, and build lasting client relationships in your community.

Hourly (non-exempt) · In-person. Typically 25-30 hours per week, up to 40 hours during peak season.

In-person role. You’ll serve clients on site, with secure video available when needed.

WHAT YOU’LL DO

• Prepare and review individual returns, from simple to complex, including business income (Schedule C), deduction optimization, and amended returns
• Run discovery sessions to uncover deductions, reduce liability, maximize refunds, and give forward-looking tax planning advice
• Explain tax topics in plain, everyday language and resolve client questions
• Build and retain your own client base through follow-up, referrals, and community outreach
• Serve clients in person and by secure video
• Research issues using IRS and state resources, professional tools, and team expertise

WHAT YOU NEED

• 3+ years of paid experience preparing 30+ federal and state individual (1040) returns per tax season using professional tax software
• A PTIN (IRS Preparer Tax Identification Number), or willingness to obtain one before your start date
• Any required state licenses, certificates, permits, or bonds, or willingness to obtain them before your start date
• On-site availability to work in person
• Authorization to work in the U.S.

NICE TO HAVE

• EA, CPA, or attorney license
• Familiarity with Circular 230
• Experience in tax advisory beyond filing
• Comfort with CRM tools, community outreach, and creating educational tax content (per company policy)