Tax Accountant

Tax Accountant

Company Overview

Use your experience in tax preparation, entrepreneurial thinking, and community engagement to help customers navigate their tax needs while supporting Intuit's mission of "Powering Prosperity Around the World". As part of a collaborative team of financial experts, you will serve customers who use Intuit TurboTax products through both in-person and virtual interactions. Your work will extend beyond preparing tax returns by helping customers connect with specialists in business tax preparation, bookkeeping, payroll, financial planning, and advisory services for a seamless end-to-end experience.

Role and Responsibilities of Tax Accountant

Deliver comprehensive tax services along with personalized guidance, software assistance, and customer support. You will also cultivate community connections, establish and expand a local customer base, and help customers access Intuit solutions that address their broader financial needs.

• Complete tax preparation and provide hands-on advice for straightforward and complex tax matters involving personal and business income, deductions, and amended returns.
• Facilitate discovery sessions and review tax situations to locate deductions, reduce tax liabilities, maximize refunds, and offer guidance for planning future tax needs.
• Reference government websites, professional materials, available tools, and team expertise to provide accurate tax solutions explained in clear, personalized, everyday language.
• Attract and develop local customers through targeted outreach, grassroots marketing activities, referral networks, and partnerships throughout the community.
• Act as a local TurboTax representative and develop prospective customers into long-term clients.
• Arrange and lead financial literacy workshops, community pop-ups, networking gatherings, and other local events using support available through TurboTax marketing resources.
• Understand each customer's overall financial situation and guide them toward Intuit solutions that are relevant to their circumstances.
• Recognize customer needs that may be addressed through bookkeeping, payroll, financial planning, or Credit Karma and introduce the appropriate services.
• Maintain long-term customer relationships by approaching financial concerns with empathy, understanding, and sensitivity.
• Provide an exceptional and professional customer experience while helping clients work toward financial objectives such as retirement, college funds, weddings, or vacations.
• Assist customers through direct, in-person interactions as well as Intuit's video communication tools.
• Handle customer questions and support clients as they work through tax-related challenges.
• Grow a local and online presence as a TurboTax Expert and develop accessible tax content and resources that comply with Intuit policies.
• Collaborate with Intuit's network of professionals and make use of available marketing resources to develop customer relationships and support growth.

Required Skills and Experience of Tax Accountant

• Have an active Preparer Tax Identification Number (PTIN) as legally required for filing taxes.
• Bring at least 3 years of paid experience filing 30 or more federal and state individual 1040 returns in each tax season using professional tax preparation software.
• Have working familiarity with Circular 230.
• Be willing to build expertise in additional services and more complex areas, including bookkeeping, payroll, and business tax advisory, with training provided by Intuit.
• Be comfortable working onsite at a TurboTax office primarily between 8:00 AM and 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week.
• Be prepared to complete required training and development, including compliance training, proficiency-based upskilling, cross-training, and professional development.
• Be willing to wear Intuit-provided uniforms.
• Be willing to have your name and picture used for advertising on Google.
• Demonstrate strong written and verbal communication abilities.
• Provide exceptional customer service while maintaining empathy and a friendly, professional presence.
• Work independently in a fast-paced setting and handle multiple priorities effectively.
• Use technology proficiently, including professional tax preparation software and CRM or sales tools.
• Effectively connect with people from a range of cultures, faiths, backgrounds, and socioeconomic levels.
• Possess or be able to secure applicable state licenses, certificates, permits, or bonds.

Preferred Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorney with substantial tax preparation experience and extensive tax law knowledge.
• Experience delivering holistic tax advisory services beyond the standard tax filing process.
• Interest in establishing a local and online social presence as a TurboTax Expert.
• Passion for participating in the local community through events, educational content, tax tips, videos, and similar outreach.
• Entrepreneurial and self-motivated approach supported by a business ownership mindset.
• Bilingual English and Spanish communication skills.

Compensation and Benefits of Tax Accountant

• Expected base pay is dependent on work location, with listed state and area ranges between $23.50 and $41.00 per hour.
• Cash bonus eligibility.
• Equity rewards and benefits offered according to 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.
• Ongoing collaboration with TurboTax's network of growth-minded professionals.
• Marketing support.

About Intuit

Intuit creates products and services that help customers manage tax responsibilities and address their broader financial needs. TurboTax and other Intuit solutions support areas including tax preparation, bookkeeping, payroll, financial planning, advisory services, and other financial tools. This position helps deliver an integrated customer experience by combining tax expertise, personalized guidance, community engagement, and access to Intuit's wider ecosystem of financial solutions.