Licensed Tax Accountant - In Store

Licensed Tax Accountant - In Store

Company Overview

Combine professional tax knowledge, an entrepreneurial mindset, and community involvement to help customers address their tax needs while contributing to Intuit's mission of "Powering Prosperity Around the World". You will join a collaborative team of financial experts supporting customers who use Intuit TurboTax products through both virtual and in-person interactions. The position also involves connecting customers with professionals who specialize in business tax preparation, bookkeeping, payroll, financial planning, and advisory services, helping create a complete end-to-end customer experience.

Role and Responsibilities of Licensed Tax Accountant - In Store

You will handle full-service tax preparation while providing personalized tax guidance, software assistance, and customer support. Alongside these services, you will establish relationships in the local community, develop a customer base, and help customers find Intuit solutions that address their broader financial needs.

• Complete tax preparation and provide hands-on tax advice for both simple and complex matters involving personal and business income, deductions, and amendments.
• Conduct tax reviews and discovery sessions to find applicable deductions, help reduce tax liabilities, maximize refunds, and provide guidance for future tax planning.
• Use government resources, professional references, technology tools, and team expertise to create accurate tax solutions and explain them in clear, personalized language.
• Grow the local customer base by using targeted outreach, grassroots marketing, referral relationships, and partnerships with community organizations.
• Represent TurboTax within the local community and develop new prospects into long-term customers.
• Arrange and facilitate financial literacy workshops, community pop-ups, networking events, and other local activities with support from TurboTax marketing resources.
• Gain a clear understanding of each customer's overall financial circumstances and recommend appropriate Intuit solutions.
• Recognize customer needs that may be addressed through services such as bookkeeping, payroll, financial planning, or Credit Karma and make relevant introductions.
• Maintain long-term customer relationships by demonstrating empathy, understanding, and sensitivity toward individual financial concerns.
• Deliver an exceptional and professional customer experience while helping customers pursue personal financial objectives, including retirement, college funds, weddings, and vacations.
• Engage with customers both face-to-face and through Intuit's video communication tools.
• Respond to customer inquiries and help customers navigate and resolve tax-related challenges.
• Develop a recognizable local and online presence as a TurboTax Expert and produce accessible tax content and resources while following Intuit policies.
• Collaborate with Intuit's professional network and use available marketing resources to expand customer relationships and support customer growth.

Required Skills and Experience of Licensed Tax Accountant - In Store

• Have an active Preparer Tax Identification Number (PTIN) as required by law to prepare and file taxes.
• Have at least 3 years of paid tax filing experience, completing 30 or more federal and state individual 1040 returns during each tax season with professional tax preparation software.
• Understand the requirements and guidance associated with Circular 230.
• Be willing to develop skills in additional service areas and increasingly complex work, including bookkeeping, payroll, and business tax advisory, through training provided by Intuit.
• Be comfortable working onsite at a TurboTax office primarily from 8:00 AM to 5:00 PM local time, Monday through Friday, for at least 20 hours each week.
• Complete all required learning and development activities, including compliance training, proficiency-based upskilling, cross-training, and professional development.
• Be willing to wear uniforms supplied by Intuit.
• Be willing to have your name and photograph used for advertising on Google.
• Communicate effectively through both written and verbal communication.
• Provide excellent customer service while demonstrating empathy and maintaining a friendly, professional presence.
• Work independently in a fast-paced setting while effectively handling several priorities at the same time.
• Demonstrate technology proficiency, including experience with tax preparation software and CRM or sales tools.
• Build positive connections with customers from different cultures, faiths, backgrounds, and socioeconomic levels.
• Possess or be able to obtain all applicable state licenses, certificates, permits, or bonds.

Preferred Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorney credentials, along with strong tax preparation experience and extensive tax law knowledge.
• Experience delivering holistic tax advisory services that extend beyond the preparation and filing of returns.
• Interest in developing a local and online social presence while representing yourself as a TurboTax Expert.
• Enthusiasm for participating in community activities through events, educational content, tax tips, and videos.
• Self-driven and entrepreneurial approach with a mindset oriented toward business ownership.
• Ability to communicate bilingually in English and Spanish.

Compensation and Benefits of Licensed Tax Accountant - In Store

• Expected hourly base pay ranges from $23.50 to $41.00, depending on the listed state and area ranges for the work location.
• Eligibility for cash bonuses.
• Equity rewards and benefits available under applicable plans and programs.
• 401(k) Savings Plan with company matching.
• Paid sick time.
• Employee Stock Purchase Plan.
• Errors and Omissions (E&O) Insurance provided by Intuit.
• Employee Assistance Program.
• Discounts on Intuit products, including a free copy of TurboTax.
• Opportunities for ongoing collaboration with TurboTax's network of growth-minded professionals.
• Marketing support.

About Intuit

Intuit develops products and services that assist customers with tax responsibilities and their broader financial needs. Through TurboTax and other Intuit offerings, the company supports tax preparation, bookkeeping, payroll, financial planning, advisory services, and additional financial tools. This role contributes to a connected customer experience by bringing together tax expertise, personalized guidance, community engagement, and access to Intuit's wider financial solutions ecosystem.