Business Tax Accountant - Retail

Summary

Intuit is seeking year-round Business Tax Experts to support customers through its TurboTax Retail and Flagship locations. The role provides full-service tax preparation, tax advice, planning, and software support for consumers and businesses while building long-term customer relationships and growing TurboTax’s presence in the local community.

Responsibilities

• Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language
• Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support
• Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship
• Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges
• Be a Proactive Community Ambassador
• Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community
• Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach
• Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable

Skills

• Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software
• Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation
• General knowledge/understanding of bookkeeping required
• Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor
• Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds
• Familiarity with Circular 230
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax Uniform
• Must be willing to work in a front facing retail environment
• Passionate about empowering customers and helping them overcome the complexities of taxation
• Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)
• Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor
• Excited to be showcased as a TurboTax Expert in local and national marketing efforts
• Strong verbal and written communication skills
• Ability to work in a fast-paced environment independently while managing multiple priorities
• Proficient with technology, including tax preparation software and CRM/sales tools
• Must reside within the United States
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Bilingual (English/Spanish) communication skills are a plus

Qualifications

Must Haves

• Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software
• Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation
• General knowledge/understanding of bookkeeping required
• Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor
• Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds
• Familiarity with Circular 230
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax Uniform
• Must be willing to work in a front facing retail environment
• Passionate about empowering customers and helping them overcome the complexities of taxation
• Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)
• Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor
• Excited to be showcased as a TurboTax Expert in local and national marketing efforts
• Strong verbal and written communication skills
• Ability to work in a fast-paced environment independently while managing multiple priorities
• Proficient with technology, including tax preparation software and CRM/sales tools
• Must reside within the United States
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds

Nice to Haves

• Bilingual (English/Spanish) communication skills are a plus

Benefits

• 401(k) Savings Plan with company matching
• Paid sick time
• Employee Stock Purchase Plan
• E&O Insurance provided by Intuit
• Employee Assistance Program
• Discounts on Intuit products including a free copy of TurboTax
• Ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals
• Marketing support
• Cash bonus
• Equity rewards