Tax Professional

Intuit is hiring a Tax Professional to support consumers and small businesses using our industry-leading tax solutions. In this role, you will prepare and review individual and small business tax returns, analyze financial documents, and identify eligible credits and deductions while ensuring compliance with federal and state tax laws. You'll guide customers through tax questions, explain outcomes clearly, and help them get the most from Intuit products like Turbo Tax.

You will stay current on changing tax regulations, maintain strict data security and confidentiality, and document each interaction thoroughly. Working within Intuit's collaborative, learning-focused culture, you'll contribute insights that improve tools and workflows while meeting accuracy, quality, and productivity goals in a fast-paced, seasonal environment.

Responsibilities

• Provide accurate tax preparation and filing support for individual and small business clients using Intuit tax products
• Review financial documents, identify credits and deductions, and ensure compliance with current tax laws and regulations
• Educate customers on tax implications and product features, guiding them to the best Intuit solutions
• Troubleshoot tax and product issues, documenting cases and escalating complex scenarios as needed
• Maintain detailed, compliant records of all client interactions and tax returns
• Collaborate with cross-functional Intuit teams to share customer insights and improve tax workflows and tools
• Stay current on federal and state tax code changes through ongoing training and self-study
• Protect customer data and maintain strict confidentiality and security practices
• Meet quality, accuracy, and productivity targets in a fast-paced, seasonal environment
• Contribute to Intuit's culture of inclusion, learning, and continuous improvement by sharing feedback and best practices

Required Skills

• Tax preparation for individuals and small businesses
• Knowledge of federal and state tax law
• Use of tax preparation software (e.g., Turbo
• Tax, Pro
• Series, Lacerte)
• Financial document analysis (W-2, 1099, K-1, business schedules)
• Data entry accuracy and quality control
• Customer service and client communication
• Issue troubleshooting and case documentation
• Information security and data privacy practices
• Researching complex or uncommon tax issues
• Bilingual communication (where applicable)