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Be ready for scenarios: incomplete docs, first-time filers, refund vs. balance-due conversations, and staying inside preparer scope. Expect questions on customer service under rush, attention to detail, and why seasonal Intuit retail tax work fits you. Practice explaining a simple W-2 return in plain language.
Strong fit if you like face-to-face help, seasonal intensity, and product-guided tax work rather than independent CPA practice. On-site in Wilmette (not remote). Ideal for organized communicators who stay calm with queues and care about accurate filings.
As a Seasonal Tax Preparer – Retail for Intuit in Wilmette, your day centers on in-person TurboTax clients: greeting walk-ins, gathering W-2s and other docs, walking filers through the software, answering basic tax questions within scope, and finishing returns accurately before peak-season closing. Expect heavy walk-up traffic and clear handoffs when issues need higher-tier support.
Prioritize IRS basics (income, credits, common deductions), TurboTax retail workflow, clear client communication, and accuracy under volume. No required certs are listed for this posting; optional self-study (IRS Pub 17, Free File practice returns) is enough to prepare.
No—the listing is on-site retail in Wilmette, Cook County (remote flag is 0).
Mainly TurboTax and related consumer tax tools from Intuit’s financial software lineup.
None are specified in the provided cert data for this posting; follow whatever training Intuit assigns for the season.
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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Seasonal Tax Preparer - Retail at Intuit in Wilmette, Cook County Position Summary Join Intuit's dynamic team as a Seasonal Tax Preparer - Retail to provide exceptional tax preparation services in one of our new TurboTax locations across the United States. This role combines tax expertise with an entrepreneurial spirit and community engagement to help customers navigate their tax needs. Key Responsibilities Evaluate and prepare individual and small business tax returns accurately and efficiently Provide excellent customer service, addressing inquiries and concerns promptly and professionally Stay updated on the latest tax laws and regulations to ensure compliance and accuracy in all tax preparations Collaborate with team members to meet seasonal demands and ensure a smooth workflow Contribute to community engagement initiatives by participating in local events and outreach programs Requirements Strong knowledge of federal, state, and local tax laws and regulations Proven experience as a Tax Preparer or similar role Excellent communication and customer service skills Ability to work independently and in a team environment Prioritization and time management skills to handle multiple tasks efficiently Proficiency with tax preparation software and Microsoft Office Suite More About Intuit Intuit is a global leader in financial solutions, providing innovative products and services that empower individuals, small businesses, and midsize enterprises to manage their finances. Our mission is to simplify the business of money for everyone. 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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