Business Tax Expert – TurboTax Store (Dallas)

What you'll do

• Prepare tax returns and provide tax advice, reviews, and future tax planning for consumer and business clients.
• Build long-term customer relationships and connect clients with relevant Intuit services, including bookkeeping and payroll.
• Represent TurboTax in the community, attract new clients, and support local marketing and outreach.

What they ask for

• At least 3 years of recent compensated experience preparing federal and state business returns (1065 and/or 1120-S) for at least 20 clients per season using commercial tax preparation software.
• At least 3 seasons of compensated personal tax preparation experience, preparing at least 30 returns per tax year in a tax practice or retail setting.
• General knowledge of bookkeeping; must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must reside in the United States and be able to work onsite at a TurboTax retail or flagship location at least 20 hours per week.

Nice to have

• Bookkeeping experience connecting books to tax preparation, or willingness to become a QuickBooks ProAdvisor; business tax preparation and year-round small-business tax guidance experience.
• Bilingual English/Spanish skills and experience with holistic tax advisory services beyond filing.

Pay

USD 33.45 - 40.47 (base salary, California); USD 30.41 - 37.06 (base salary, Illinois); USD 33.45 - 40.47 (base salary, New York); USD 31.93 - 38.76 (base salary, Washington)

Tools

TurboTax, QuickBooks ProAdvisor, CRM/sales tools