Job Description
Intuit is hiring an in-store Tax Preparer to help individuals maximize their tax outcomes while staying fully compliant. In this client-facing role, you will interview customers, review financial documents, and prepare accurate federal and state individual tax returns using Intuit's leading tax software. You'll explain results in clear terms, answer questions, and provide guidance so clients feel confident about their filings. Drawing on Intuit's culture of integrity, learning, and innovation, you'll stay current on tax law changes and product updates, collaborate with peers and remote experts on complex returns, and contribute to a positive, inclusive in-store environment. This role offers opportunities to grow your tax expertise, work with industry-leading tools, and support Intuit's mission of powering prosperity for millions of customers.
Responsibilities
- Prepare accurate individual income tax returns for in-store clients using Intuit tools and established workflows
- Conduct client interviews to gather financial data, documentation, and clarify tax situations
- Review source documents such as W-2s, 1099s, and prior-year returns for completeness and accuracy
- Identify applicable credits, deductions, and filing statuses to optimize client tax outcomes while maintaining compliance
- Explain tax results, options, and next steps to clients in clear, easy-to-understand language
- Maintain detailed, confidential records in Intuit's systems and follow data security standards
- Stay current on federal and state tax laws, regulations, and Intuit product updates
- Collaborate with local team members and remote Intuit experts to resolve complex tax issues
- Support peak season operations, including evening/weekend shifts, to meet client demand
- Promote Intuit's tax and financial products and encourage returning business through excellent customer service
Required Skills
- Individual income tax preparation (Form 1040 and schedules)
- Knowledge of current federal and state tax laws
- Proficiency with tax preparation software (e.g., Turbo
- Tax/Intuit platforms)
- Document review and data entry accuracy
- Client interviewing and needs assessment
- Tax research using IRS and state resources
- Data privacy and compliance practices
- Basic accounting and bookkeeping concepts
- Written and verbal client communication
- Bilingual communication skills (e.g., English/Spanish) a plus