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Not Specified Permanent

Woodland, California · USA job

Tax Accountant - Retail Location

Intuit

Woodland, California

This job is no longer available — it was removed from the JobsMint Pro catalog and cannot be applied to. Location: Woodland, California · 95695

Job description

Overview

In this role you will be a on-site TurboTax Retail Expert, serving as a trusted advisor to customers and helping them navigate tax needs. You'll work with a collaborative team to deliver hands-on tax preparation, advice, and software support while growing the local client base and building long-term relationships. The position blends tax expertise with community engagement to empower financial well-being. You will be a visible local ambassador, contributing to Intuit's mission of powering prosperity and delivering a top-tier customer experience.

Compensation / Benefits
  • 401(k) with company match
  • 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
Responsibilities
  • Provide hands-on tax preparation and personalized tax advice for TurboTax customers, handling simple to complex situations
  • Conduct discovery sessions and tax reviews to maximize deductions and refunds and offer future tax planning
  • Represent TurboTax in the local community and participate in marketing efforts to attract and convert prospects into long-term clients
  • Deliver exceptional customer experience through professionalism and genuine client support, including in-person and video interactions
  • Support local marketing initiatives and build a loyal client base with cross-selling opportunities through TurboTax resources
Key requirements
  • Active, unrestricted EA, CPA, or attorney license with strong tax prep experience
  • Active PTIN required to file taxes
  • State licenses/certificates/permits/bonds as applicable
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season with professional software
  • Familiarity with Circular 230
  • Onsite availability at a TurboTax location (20+ hours/week); willingness to work in retail environment
  • Willingness to wear TurboTax uniform and engage in front-facing roles
  • Bilingual English/Spanish is a plus
  • Experience in holistic tax advisory services beyond tax filing
  • Resides in the United States
  • Interest in building a local and online presence with content and outreach
  • Empathy and strong customer service orientation
  • Excellent verbal and written communication
  • Entrepreneurial and self-driven with a business mindset
  • Proficiency with tax preparation software
  • CRM/sales tools familiarity
  • Access to and use of government websites and professional resources

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