Business Tax Expert - TurboTax Store (Los Angeles)

Apple Valley, CA Open
Intuit is looking for Business Tax Expert - TurboTax Store (Los Angeles) in Apple Valley, CA. This local job opportunity with ID 3882300171 is live since 2026-10-11 14:26:21.

Overview

In this role you will work on-site at a TurboTax Retail or Flagship location to provide end-to-end tax guidance and preparation for consumer and business clients. You will own client relationships, deliver tax strategy and planning, and collaborate with a team of bookkeeping experts to address broader needs. You'll also contribute to community outreach and local marketing to grow the TurboTax presence. You'll act as a trusted advisor, helping clients navigate complex tax scenarios and realize financial goals.

Compensation / 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 free TurboTax
Responsibilities
  • Provide hands-on tax advice and prepare federal and state returns for individuals and business entities
  • Conduct discovery sessions and tax reviews to optimize deductions, liabilities, and refunds
  • Leverage government resources, tools, and team expertise to deliver accurate tax solutions in plain language
  • Act as the primary relationship owner, guiding clients through tax engagements and cross-selling related services
  • Foster long-term client relationships and ensure a seamless experience across services (bookkeeping, payroll, etc.)
  • Deliver exceptional customer experience in-person and via Intuit video tools; address tax inquiries and challenges
  • Lead local community outreach, prospecting, and participation in local marketing efforts to grow the client base
  • Represent TurboTax as a community ambassador, promoting tax education and accessibility
Key requirements
  • 3+ years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season using commercial software
  • 3 seasons of personal tax preparation experience with at least 30 returns per year
  • General bookkeeping knowledge; willingness to upskill to QuickBooks ProAdvisor
  • Experience advising on business tax returns and year-round tax guidance for small businesses
  • State licenses, certificates, permits, or bonds as required; familiarity with Circular 230
  • Onsite availability at a TurboTax store, including weekend hours ( 20 hours/week)
  • Interest in building local and online presence and educating the community; bilingual a plus (English/Spanish)
  • Willingness to wear TurboTax uniform and work in a front-facing retail environment
  • Empathy and strong customer service
  • Excellent verbal and written communication
  • Entrepreneurial and self-driven mindset
  • Tax preparation software proficiency
  • CRM/sales tools proficiency
  • Bookkeeping basics; QuickBooks familiarity (ProAdvisor desired)

Required Skills