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Tax Analyst / Specialist
Oxnard, CA
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Intuit

Senior In-Store Tax Advisor. Job in Oxnard Gr8Jobs

Job Description

Prepare tax returns and provide personalized tax advice and software support to in-person TurboTax customers. Handle a range of individual tax situations, identify deductions, and offer tax-planning guidance while building lasting client relationships and supporting community outreach from a TurboTax retail location. Responsibilities Prepare federal and state tax returns for individual customers, including simple and complex situations. Provide tax advice, calculations, and guidance on deductions, refunds, and tax liabilities. Conduct customer discovery sessions and tax reviews, including future tax-planning discussions. Use government websites, tax tools, Turbo Tax software, and team resources to deliver accurate solutions. Build local awareness, engage prospective clients, and develop lasting customer relationships. Support customers in person and through video communication tools, addressing tax-related inquiries. Required Skills Individual federal and state tax return preparation Form 1040 preparation Tax law knowledge Tax calculations Tax deduction optimization Tax liability minimization Tax planning Tax software support Tax research using government websites Client tax review

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