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Seasonal Tax Associate - In-Store

Job Overview

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Employment Type

Seasonal
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Compensation

Hourly
Range $24.50 - $28.50
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Work Schedule

Flexible
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Performance bonus
Equity rewards
Employee Discounts

Job Description

Intuit is a globally recognized financial software company known for its innovative products that empower individuals and businesses to improve their financial wellbeing. One of Intuit's flagship offerings is TurboTax, a leading tax preparation software that simplifies the process of filing taxes for millions of customers. Intuit is committed to powering prosperity around the world by providing cutting-edge technology solutions that help people manage their finances efficiently and effectively. The company fosters a culture of innovation, inclusion, and community engagement, and it offers a dynamic work environment where professionals can grow their skills and advance their careers. Intuit seeks to hire a dedicated Tax Associate to join their new TurboTax Store team in various locations across the United States on a seasonal basis. This opportunity is ideal for tax professionals who have both strong technical expertise and a passion for engaging with customers in a retail environment.

The role of a Tax Associate at TurboTax Store involves much more than just preparing tax returns. It combines tax preparation skills with entrepreneurial spirit and community leadership. As a Tax Associate, you will be positioned as a trusted advisor within your local community, helping new customers understand their tax situations, uncover deductions, minimize tax liabilities, and maximize refunds. You will have the responsibility to proactively grow TurboTax's client base by engaging with prospects, nurturing leads, and converting them into long-term clients through personal outreach and community involvement. The Tax Associate role requires working onsite at a TurboTax location and involves interacting with customers both in person and virtually using state-of-the-art video communication tools.

Your expertise will be leveraged to provide comprehensive tax services covering simple to complex tax scenarios, including personal and business income, deductions optimization, and amendments. You will also participate in local marketing events, representing TurboTax proudly as a community ambassador. You may be involved in creating accessible tax-related content and helping demystify taxes through education and outreach, enhancing both customer experience and TurboTax's reputation within the community.

This position is nonexempt and offers flexibility with seasonal and year-round work options. The company supports tax associates with TurboTax marketing resources and software tools designed to empower your success and foster lasting financial prosperity for yourself and your customers. The compensation package includes competitive base pay dependent on location, plus performance-based bonuses, equity rewards, and benefits. Intuit values diversity, equity, and inclusion and strives for pay equity through regular reviews. If you are passionate about empowering customers, building trusted relationships, and delivering best-in-class tax services while working in a vibrant, customer-centered retail environment, this role offers an exciting career path with Intuit and TurboTax.

Job Requirements

  • Must reside within the United States
  • Must have or be able to obtain all required state licenses, certificates, permits, or bonds
  • Must be comfortable working onsite at a TurboTax retail or flagship location
  • Must be willing to work a minimum of 20 hours per week including weekends
  • Must have an active PTIN
  • Ability to engage with customers both in-person and virtually
  • Must be willing to wear a TurboTax uniform
  • Bilingual English/Spanish skills a plus
  • Must possess at least 3 years of professional tax preparation experience

Job Qualifications

  • Possess active, unrestricted credentials such as EA, CPA, or practicing attorney with strong tax experience
  • Hold an active Preparer Tax Identification Number (PTIN)
  • Be able to obtain any related state licenses, certificates, permits, or bonds
  • Minimum of 3 years experience filing 50 or more federal and state individual 1040 tax returns per season
  • Familiarity with Circular 230
  • Comfortable working onsite in a retail environment
  • Experience in holistic tax advisory services
  • Entrepreneurial mindset with strong communication skills
  • Proficient with tax software and CRM tools

Job Duties

  • Be a proactive community ambassador
  • Enthusiastically represent TurboTax locally
  • Engage with new prospects and nurture leads
  • Lead local events and participate in local marketing
  • Provide hands-on tax advice and complete preparation services
  • Facilitate discovery sessions to optimize refunds and minimize liabilities
  • Deliver exceptional customer experience through professional and personal engagement

Job Criteria

Experience

No experience required


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