Tax Preparer – In-Store (SHERMAN OAKS)

How to use this kit

Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.

Interview prep

• Walk through how you explain a refund vs. balance due clearly to a non-expert.
• Describe handling missing documents or return discrepancies calmly in person.
• Give examples of accurate record-keeping under seasonal volume.

Fit summary

Strong fit if you like structured, customer-facing seasonal tax work for a major software brand (Intuit/TurboTax) and prefer in-store help over pure desk remote work in the LA area.

Day in the role

As an Intuit in-store Tax Preparer in Sherman Oaks, you help clients complete returns (TurboTax-focused context), answer tax questions, collect supporting documents, explain over/underpayments, and keep case notes and contact records. Work is on-site with face-to-face taxpayer conversations, not remote.

Skills to emphasize

Build strength in taxpayer communication, return problem-solving, documentation, and basic tax-form assistance. No certification resources were provided for this listing.

FAQ from this listing

Is this role remote?

No. The listing is in-store in Sherman Oaks (remote flag is off).

What does Intuit make?

Financial software including TurboTax, QuickBooks, Credit Karma, and Mailchimp (Wikipedia).

What will I do day to day?

Help taxpayers complete forms, resolve return issues, request documents, and maintain case records—aligned with O*NET tax preparer tasks.

Occupation tasks (O*NET)

Public-domain labor data — prepare examples for 2–3 of these.

• Send notices to taxpayers when accounts are delinquent.
• Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
• Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
• Maintain records for each case, including contacts, telephone numbers, and actions taken.
• Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
• Answer questions from taxpayers and assist them in completing tax forms.
• Collect taxes from individuals or businesses according to prescribed laws and regulations.
• Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.

O*NET source

Company facts (cached)

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…

Public cache only — not an employee review.

Role overview (listing rewrite)

Tax Preparer – In-Store (SHERMAN OAKS) Intuit Sherman Oaks, Los Angeles County About the Role Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - 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. Core Duties Assist customers with tax preparation for various forms including federal, state, and local taxes Provide accurate and timely tax advice and solutions based on customer's financial situations Ensure compliance with all relevant tax laws and regulations Stay updated with the latest tax changes and updates to provide informed guidance to customers Contribute to a team environment that fosters continuous improvement and innovation in service delivery What You Bring Strong understanding of U.S. tax laws, regulations, and procedures Excellent communication skills to effectively interact with customers and colleagues Ability to work independently while contributing as part of a team Attention to detail and accuracy in handling sensitive customer information Passion for helping others and a commitment to delivering exceptional customer service Why Join Intuit Intuit offers a unique blend of professional growth, community engagement, and entrepreneurial spirit. As part of our team, you will have the opportunity to make a meaningful impact on people's lives by helping them understand their tax obligations and financial responsibilities. Applying for This Role To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. Sherman Oaks, Los Angeles County, Full Time, No Remote To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.

Full job on Get A Job.AI

Questions to ask them

• What does success look like in the first 90 days for this role?
• How is the team structured, and who would I work with most?
• What tools and systems does this role use daily?
• Is the work primarily based in Sherman Oaks, Los Angeles County, hybrid, or fully remote?