Overview As a TurboTax - Retail Business Tax Expert, you provide stand-out tax advice and full-service preparation for individuals and business entities at a TurboTax store. You own client relationships, delivering tax strategy and year-round guidance within a collaborative team. You connect clients with the broader Intuit ecosystem to address bookkeeping, payroll, and ongoing financial needs. This on-site role combines community engagement with serving as a trusted guide for local customers.
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 free TurboTax
Responsibilities- Provide hands-on tax advice and prepare federal and state returns for consumers and business clients (including 1065/1120-S)
- Lead discovery sessions, reviews, and future tax planning to maximize refunds and minimize liabilities
- Develop deep understanding of each client's financial picture and leverage Intuit solutions accordingly
- Coordinate with bookkeeping specialists while maintaining primary ownership of the client relationship
- Deliver a best-in-class customer experience in-store and via video tools
- Act as a community ambassador, generating leads and nurturing long-term client relationships
- Support local marketing efforts to grow TurboTax presence
- Promote cross-sell of services such as bookkeeping, payroll, and financial planning
- Wear TurboTax uniform and maintain a front-facing retail stance
Key requirements- 3+ years of recent experience preparing federal and state business tax returns for at least 20 clients per season (1065 and/or 1120-S)
- 3 seasons of personal tax preparation experience with at least 30 returns per year
- General bookkeeping knowledge; willingness to upskill toward QuickBooks ProAdvisor
- Experience offering year-round tax guidance for small businesses
- State licenses/certificates/bonds as required
- Familiarity with Circular 230
- Onsite availability at a TurboTax store, weekends included (min 20 hours/week)
- Interest in community engagement and building local/online presence
- Bilingual English/Spanish a plus
- Willingness to work in a front-facing retail environment
- Must reside in the United States
- Must be able to obtain related state licenses/permits or bonds
- Customer empowerment mindset
- Empathy and strong interpersonal skills
- Excellent communication (verbal and written)
- Tax preparation software proficiency
- CRM/sales tools familiarity
- Bookkeeping knowledge; QuickBooks familiarity or willingness to upskill
