Senior Tax Professional

Intuit is seeking a Senior Tax Professional to deliver expert, in-store tax preparation for individuals and small businesses. In this role, you will conduct detailed tax interviews, analyze financial documents, and prepare accurate federal and state returns using Intuit's advanced tools and platforms. You'll research complex tax issues, maximize legitimate credits and deductions, and clearly explain outcomes and options to clients.

Working in a collaborative, learning-focused culture, you'll help customers make confident tax decisions while upholding strict compliance, quality, and data security standards. This role offers exposure to industry-leading financial technology, ongoing training, and opportunities to contribute to Intuit's mission of powering prosperity worldwide.

Responsibilities

• Provide in-person tax preparation and filing support for individual and small business clients using Intuit tools
• Review financial documents to ensure accurate income, deduction, and credit reporting in compliance with IRS and state regulations
• Conduct detailed tax interviews, identify potential savings, and explain outcomes in clear, client-friendly language
• Research complex tax issues and apply current tax laws, regulations, and updates to client situations
• Safeguard confidential financial data and follow all compliance, documentation, and quality standards
• Collaborate with Intuit experts and use internal knowledge bases to resolve uncommon or complex tax scenarios
• Guide clients in using Intuit products such as Turbo
• Tax and Quick Books to organize records and plan for future tax years
• Maintain detailed and timely electronic records of all client interactions, calculations, and filings
• Support peak-season operations, managing multiple client appointments and meeting strict filing deadlines
• Participate in ongoing training to stay current on tax law changes, Intuit workflows, and best practices

Required Skills

• Individual income tax preparation (Form 1040 and related schedules)
• Small business and self-employment tax preparation (Schedule C, related forms)
• Knowledge of federal and state tax law and regulations
• Proficiency with tax preparation software (Turbo
• Tax or similar)
• Financial document analysis (W-2, 1099, K-1, brokerage statements)
• Client interviewing and needs assessment
• Data entry accuracy and electronic filing procedures
• Tax research using IRS publications and authoritative sources
• Documentation, recordkeeping, and compliance standards
• Customer service and in-person communication skills