Intuit US | Business Tax Expert – TurboTax Store (Seattle)

What you’ll do

• Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States.
• This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.
• As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”
• You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services.
• You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance.
• This role is nonexempt and requires onsite presence at a TurboTax store in the United States.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward.
• Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support.
• Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
• Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools.
• Address client inquiries while helping them overcome tax-related challenges.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
• Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
• Operating hours are subject to change and will likely scale up during periods of peak customer demand

Requirements

• Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.
• General knowledge/understanding of bookkeeping required.
• Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.
• Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Must be willing to wear a TurboTax Uniform.
• Must be willing to work in a front facing retail environment.
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
• Excited to be showcased as a TurboTax Expert in local and national marketing efforts.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment independently while managing multiple priorities.
• Proficient with technology, including tax preparation software and CRM/sales tools.
• Must reside within the United States.
• Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.
• Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation
• Familiarity with Circular 230

Intuit US

Intuit US is an employer hiring in India (sector: Technology / IT / BPM). In its own words: "The Intuit platform puts a team of AI agents and trusted experts by your side."

Its finance, accounts, audit and tax openings in India are mostly in Mountain View, San Diego, New York and Los Angeles.

• Industry: Technology / IT / BPM