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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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Benefits

competitive compensation
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Retirement Plan
Employee Discounts

Job Description

Intuit is a leading financial software company with a mission to power prosperity around the world. Known for its innovative tax and financial products, Intuit supports millions of individuals and small businesses in managing their finances effectively. Among its celebrated products, TurboTax stands out as a trusted tax preparation software used by millions annually. Intuit has established a network of TurboTax Stores across multiple locations in the United States, creating opportunities for tax professionals to engage directly with customers in a retail environment and provide personalized tax services. Through a blend of technology and expert advice, Intuit is revolutionizing how consumers approach taxes while fostering financial confidence and accessibility.

The Tax Associate - TurboTax Store role is an exciting seasonal opportunity designed for motivated individuals with tax expertise who are passionate about community engagement and entrepreneurship. In this capacity, associates work onsite at TurboTax retail locations nationwide, playing a vital role in growing TurboTax’s client base locally. This position offers a unique combination of direct customer interaction, comprehensive tax service provision, and community outreach to make the topic of taxes approachable and understandable. Tax associates serve as trusted advisors, helping customers navigate their tax complexities, including personal and business tax situations, deductions, amendments, and tax planning.

Associates are empowered with TurboTax’s marketing support and cutting-edge software tools to build a thriving business presence both in-person and virtually. They are expected to demonstrate empathy and professionalism to create a best-in-class customer experience, turning one-time users into loyal clients. This role supports Intuit’s vision of enhancing financial prosperity by enabling individuals to make informed financial decisions, such as saving for retirement or education, while optimizing tax outcomes.

The role demands a customer-focused mindset alongside an entrepreneurial spirit, encouraging associates to leverage community connections and local events to expand the TurboTax brand's footprint. With a variety of employment options from seasonal to year-round availability, this position offers flexibility to fit diverse schedules while providing competitive compensation depending on location. Compensation is complemented by performance-based rewards, equity incentives, and comprehensive benefits. Intuit is committed to creating inclusive environments and advancing pay equity across ethnicity and gender.

Tax Associates must bring active credentials such as an Enrolled Agent (EA), Certified Public Accountant (CPA), or licensed attorney with robust tax preparation experience. They must hold an active Preparer Tax Identification Number (PTIN) and meet any state licensing requirements. This is a front-facing retail role requiring associates to wear a TurboTax uniform and be available on site for a minimum of 20 hours per week, including weekends. Communication skills, customer service excellence, proficiency with tax software, and an eagerness to engage with the community and build an online and local presence are essential.

In return, Intuit provides an enriched work culture focused on growth, learning, and prosperity. This role offers an ideal blend of autonomy and support, allowing individuals with entrepreneurial drive and tax expertise to flourish within a nationally recognized brand. TurboTax Stores serve as a hub for education, service, and community engagement, making financial empowerment accessible and convenient for everyone.

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, Sunday through Saturday, for a minimum of 20 hours per week
  • operating hours are subject to change and will likely scale up during periods of peak customer demand
  • possess active unrestricted credentials such as EA, CPA, or practicing attorney
  • 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
  • must be willing to wear a TurboTax uniform
  • must be willing to work in a front facing retail environment
  • passionate about empowering customers and helping them overcome the complexities of taxation
  • entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio

Job Qualifications

  • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorney with strong tax preparation experience and extensive knowledge of tax laws
  • have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes
  • must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software
  • familiarity with Circular 230
  • interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
  • bilingual (English/Spanish) communication skills are a plus
  • experience in holistic tax advisory services beyond tax filing
  • must be willing to wear a TurboTax uniform
  • must be willing to work in a front facing retail environment

Job Duties

  • Be a proactive community ambassador
  • enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community
  • engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach
  • lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable
  • provide tax expertise
  • give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)
  • facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice
  • utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language
  • deliver a best in class customer experience
  • create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)
  • connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship
  • interact with customers both in-person and through Intuit’s state-of-the-art video communication tools
  • address client inquiries while helping them overcome tax-related challenges

Job Criteria

Experience

No experience required


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