Tax Accountant - In-Store; Temecula)

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Tax Accountant jobs in Temecula

In this role, you will work on‑site from a Turbo Tax Retail or Flagship location as part of a collaborative team of financial experts, serving in‑person customers who use Intuit Turbo Tax products.

• Enthusiastically represent Turbo Tax locally, serving as a fixture and public face of Turbo Tax in the community.
• Engage with new prospects, nurture leads, and convert prospects into long‑term clients through proactive outreach.
• Lead and participate with the support of Turbo Tax in local marketing, making the topic of taxes accessible and approachable.

• Give hands‑on tax advice and complete preparation services for Turbo Tax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.

• Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).
• Connect with people to 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.

• 401(k) Savings Plan with company matching
• paid sick time
• Employee Stock Purchase Plan
• E&O Insurance provided by Intuit
• Employee Assistance Program
• discounts on Intuit products including a free copy of Turbo Tax
• ongoing collaboration opportunities with Turbo Tax’s network of growth‑minded professionals and marketing support

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a Turbo Tax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• Interest in building a local and online social presence as a Turbo Tax 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 Turbo Tax uniform.
• Must be willing to work in a front‑facing retail environment.

• Passionate about empowering customers and helping them overcome the complexities of taxation.
• Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
• Entrepreneurial and self‑driven with a business ownership mindset to grow…