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Best for patient, accurate communicators who want hands-on tax help at Intuit’s consumer brand, on-site in Orange County—not a remote or pure software-engineering track.
As an in-store Tax Expert for Intuit, expect face-to-face client intake, walking filers through TurboTax-guided returns, reviewing W-2s/1099s and credits/deductions, escalating complex cases, and keeping appointments moving during peak tax season. Days are customer-facing, detail-heavy, and paced by walk-ins and scheduled sessions at the Brea location.
Prioritize current U.S. individual tax rules, interview skills for incomplete documents, and fluency with guided tax software workflows. No certification package was supplied in the data—use only employer-required credentials if listed in the posting.
No—the listing is in-store in Brea, Orange County (remote flag is off).
Financial software such as TurboTax, QuickBooks, Credit Karma, and Mailchimp (overview).
Expect peak volume during U.S. tax filing season, with steadier client flow outside it depending on store needs.
Website: intuit.com
Intuit Inc. is an American multinational business software company that specializes in financial software. Headquartered in Mountain View, California, the company is led by CEO Sasan Goodarzi. Intuit's products include the tax preparation application TurboTax, the small business accounting software QuickBooks, the credit monitoring and personal finance service Credit Karma, and the email marketing platform Mailchimp. As of 2019, more than 95% of its revenue and earnings originated from its operations within the United States. Intuit is listed on the Nasdaq stock exchange an…
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Tax Expert - In-Store (BREA) at IntuitBrea, Orange CountyFull Time, No Remote Position Summary We are seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. Responsibilities Assist customers with tax preparation and filing questions Provide accurate and efficient tax advice based on customer's specific circumstances Stay updated with the latest tax laws and regulations to ensure compliance and accuracy Work collaboratively within a team environment to support store operations and achieve sales targets Offer exceptional customer service, ensuring a positive experience for all customers What We're Looking For Strong tax preparation skills with knowledge of federal and state tax laws Excellent communication and interpersonal skills to effectively interact with diverse customer bases A proven track record in providing exceptional customer service Ability to work independently as well as part of a team, meeting deadlines and goals Experience in the tax industry or related field is preferred but not required About the Company Intuit is a global leader in financial management software solutions. Our mission is to empower every person and every business to succeed financially. We offer innovative products like TurboTax, QuickBooks, and Mint, designed to simplify personal and small business finance. Ready to Apply? To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
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