
Job Overview
Employment Type
Seasonal
Compensation
Hourly
Range $24.50 - $28.50
Benefits
competitive pay
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Job Description
Intuit is a leading financial software company dedicated to powering prosperity around the world by providing innovative financial solutions to millions of customers. Known for its user-friendly tax preparation and financial management products, Intuit has established itself as a trusted name in the industry with TurboTax, QuickBooks, and Mint being some of its flagship services. The company is committed to helping individuals and businesses manage their finances effectively, achieve financial goals, and make informed tax decisions. TurboTax is Intuit’s premier tax preparation software, offering a seamless experience for users to file their taxes accurately and maximize their returns. TurboTax Stores, physical retail locations launched by Intuit across the United States, provide personalized, expert tax assistance to customers in a community-focused environment. These locations serve as hubs where taxpayers can receive tailored tax advice and filing support directly from certified professionals, combining technology with human expertise for optimal client outcomes.
The role of Tax Associate at a TurboTax Store is a seasonally based position that offers a unique blend of tax expertise, customer engagement, and entrepreneurial opportunity. This position is designed for highly motivated individuals who are passionate about supporting their local communities by providing expert tax advice and preparation services. As a Tax Associate, you will act not only as a tax advisor but also as a community ambassador who represents TurboTax locally and helps grow its customer base. The role requires you to work onsite at one of the TurboTax locations, engaging customers face-to-face as well as virtually through Intuit’s advanced video communication tools.
As a Tax Associate, your main mission will be to empower customers by handling their tax preparation needs, from simple individual returns to more complex business and personal tax situations. You will leverage your expertise to uncover deductions, optimize refunds, minimize liabilities, and provide future tax planning advice, ensuring each customer’s unique financial situation is addressed with care and precision. You will also play a key part in creating an exceptional customer experience characterized by professionalism, empathy, and genuine interest in helping clients reach their financial objectives, such as saving for retirement or major life events.
This role requires proficiency with professional tax preparation software, strong communication skills, and the ability to manage multiple priorities in a fast-paced retail environment. The position offers the flexibility of both seasonal and year-round opportunities, with a minimum commitment of 20 hours per week, including weekends, to meet peak customer demand. You will receive robust support from TurboTax marketing resources to help build your client portfolio and establish a trusted presence within your local community. Intuit values entrepreneurial spirit, and as a Tax Associate, you are encouraged to develop a local and online social presence, participate in marketing and community events, and create tax-related educational content to engage your audience.
In return for your expertise and dedication, Intuit offers a competitive compensation package with hourly pay ranging from approximately $22.00 to $28.50 depending on the location, plus eligibility for cash bonuses, equity rewards, and a comprehensive range of benefits. This role is ideal for candidates who have active professional credentials such as Enrolled Agent (EA), CPA (Certified Public Accountant), or are practicing attorneys with strong tax preparation experience. An active Preparer Tax Identification Number (PTIN) and familiarity with tax laws and Circular 230 are essential for this position.
Working as a Tax Associate with Intuit at a TurboTax Store offers the opportunity to grow your career in a highly reputable company that values innovation, community impact, and customer success. If you are driven by helping others navigate the complexities of taxation, enjoy engaging with your community, and thrive in dynamic and support-rich environments, this role is perfect for you.
The role of Tax Associate at a TurboTax Store is a seasonally based position that offers a unique blend of tax expertise, customer engagement, and entrepreneurial opportunity. This position is designed for highly motivated individuals who are passionate about supporting their local communities by providing expert tax advice and preparation services. As a Tax Associate, you will act not only as a tax advisor but also as a community ambassador who represents TurboTax locally and helps grow its customer base. The role requires you to work onsite at one of the TurboTax locations, engaging customers face-to-face as well as virtually through Intuit’s advanced video communication tools.
As a Tax Associate, your main mission will be to empower customers by handling their tax preparation needs, from simple individual returns to more complex business and personal tax situations. You will leverage your expertise to uncover deductions, optimize refunds, minimize liabilities, and provide future tax planning advice, ensuring each customer’s unique financial situation is addressed with care and precision. You will also play a key part in creating an exceptional customer experience characterized by professionalism, empathy, and genuine interest in helping clients reach their financial objectives, such as saving for retirement or major life events.
This role requires proficiency with professional tax preparation software, strong communication skills, and the ability to manage multiple priorities in a fast-paced retail environment. The position offers the flexibility of both seasonal and year-round opportunities, with a minimum commitment of 20 hours per week, including weekends, to meet peak customer demand. You will receive robust support from TurboTax marketing resources to help build your client portfolio and establish a trusted presence within your local community. Intuit values entrepreneurial spirit, and as a Tax Associate, you are encouraged to develop a local and online social presence, participate in marketing and community events, and create tax-related educational content to engage your audience.
In return for your expertise and dedication, Intuit offers a competitive compensation package with hourly pay ranging from approximately $22.00 to $28.50 depending on the location, plus eligibility for cash bonuses, equity rewards, and a comprehensive range of benefits. This role is ideal for candidates who have active professional credentials such as Enrolled Agent (EA), CPA (Certified Public Accountant), or are practicing attorneys with strong tax preparation experience. An active Preparer Tax Identification Number (PTIN) and familiarity with tax laws and Circular 230 are essential for this position.
Working as a Tax Associate with Intuit at a TurboTax Store offers the opportunity to grow your career in a highly reputable company that values innovation, community impact, and customer success. If you are driven by helping others navigate the complexities of taxation, enjoy engaging with your community, and thrive in dynamic and support-rich environments, this role is perfect for you.
Job Requirements
- Must reside within the United States
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Must be comfortable working onsite at a TurboTax retail or flagship location
- Must have an active Preparer Tax Identification Number (PTIN)
- Minimum of 3 years of paid tax preparation experience
- Must be able to commit to working a minimum of 20 hours per week, including weekends
- Must be willing to wear a TurboTax uniform
- Must have strong customer service and communication skills
- Must be entrepreneurial and self-driven
Job Qualifications
- Possess active, unrestricted credentials such as EA, CPA, or practicing attorney with tax expertise
- Have an active Preparer Tax Identification Number (PTIN)
- Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season
- Familiarity with Circular 230
- Ability to work onsite in a retail environment for at least 20 hours per week including weekends
- Interest in building local and online social presence with tax-related content creation
- Bilingual English/Spanish communication skills are a plus
- Experience in holistic tax advisory services
- Willingness to wear a TurboTax uniform
- Strong verbal and written communication skills
- Proficient with tax preparation software and CRM/sales tools
Job Duties
- Be a proactive community ambassador
- Enthusiastically represent TurboTax locally as a public face
- Engage with new prospects, nurture leads, and convert them into long-term clients
- Lead local events and participate in marketing efforts to make taxes accessible
- Provide hands-on tax advice and complete preparation services for clients
- Facilitate discovery sessions to uncover deductions, minimize tax liabilities, and maximize refunds
- Deliver exceptional customer service both in-person and virtually
- Address client inquiries and tax challenges efficiently
Job Criteria
Experience
No experience required
Job Location
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