
Job Overview
Compensation
Hourly
Range $24.50 - $28.50
Benefits
competitive pay
Cash bonus
Equity rewards
Health Insurance
Dental Insurance
Paid Time Off
retirement savings plan
Job Description
Intuit is a leading technology company specializing in financial software solutions, most notably TurboTax and QuickBooks. Founded with the mission of powering prosperity around the world, Intuit is dedicated to equipping individuals and small businesses with tools that simplify financial management and tax preparation. Intuit's culture emphasizes innovation, customer-centric solutions, and community empowerment, making it a desirable workplace for professionals passionate about finance and technology. Their TurboTax Store model introduces a fresh and entrepreneurial approach to tax preparation by combining cutting-edge software with knowledgeable tax experts who serve customers in-person and virtually at local retail locations across the United States. This setup fosters a community-based relationship between customers and tax professionals, thereby enhancing trust and creating lasting financial impact.
The role of Tax Associate at Intuit's TurboTax Store is a crucial position that goes beyond traditional tax preparation services. This position is primarily seasonal but offers the chance for year-round opportunities, depending on business needs and individual career goals. As a Tax Associate, you will be directly responsible for attracting new clients within your local community and establishing deep, enduring relationships by serving as a trusted financial advisor. Your expertise will help customers navigate their personal and business tax situations, ranging from straightforward returns to complex filings involving amendments and optimization of deductions. Working closely with TurboTax's marketing support and advanced tax software, you will not only prepare tax returns but also provide proactive tax advice aimed at minimizing liabilities and maximizing refunds.
In this role, you will engage with the community both on-site at TurboTax locations and through virtual communication platforms, helping clients feel confident and supported throughout the tax preparation process. It requires excellent interpersonal skills, entrepreneurial spirit, and the ability to manage multiple priorities in a fast-paced retail environment. By representing TurboTax publicly and facilitating local events, you will become a recognizable and trusted ambassador, enriching the local brand presence. The position demands a commitment to exceptional customer service and a passion for educating clients about tax planning and strategies to reach their financial goals, such as savings for retirement, education, or major life events. Intuit provides a competitive compensation structure, including base pay, performance bonuses, equity rewards, and comprehensive benefits, reflecting its commitment to attracting and retaining top talent committed to community prosperity and tax excellence.
The role of Tax Associate at Intuit's TurboTax Store is a crucial position that goes beyond traditional tax preparation services. This position is primarily seasonal but offers the chance for year-round opportunities, depending on business needs and individual career goals. As a Tax Associate, you will be directly responsible for attracting new clients within your local community and establishing deep, enduring relationships by serving as a trusted financial advisor. Your expertise will help customers navigate their personal and business tax situations, ranging from straightforward returns to complex filings involving amendments and optimization of deductions. Working closely with TurboTax's marketing support and advanced tax software, you will not only prepare tax returns but also provide proactive tax advice aimed at minimizing liabilities and maximizing refunds.
In this role, you will engage with the community both on-site at TurboTax locations and through virtual communication platforms, helping clients feel confident and supported throughout the tax preparation process. It requires excellent interpersonal skills, entrepreneurial spirit, and the ability to manage multiple priorities in a fast-paced retail environment. By representing TurboTax publicly and facilitating local events, you will become a recognizable and trusted ambassador, enriching the local brand presence. The position demands a commitment to exceptional customer service and a passion for educating clients about tax planning and strategies to reach their financial goals, such as savings for retirement, education, or major life events. Intuit provides a competitive compensation structure, including base pay, performance bonuses, equity rewards, and comprehensive benefits, reflecting its commitment to attracting and retaining top talent committed to community prosperity and tax excellence.
Job Requirements
- Must reside within the United States
- Possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Minimum 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software
- Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes
- Possess active, unrestricted credentials such as EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorney with strong tax preparation experience and extensive knowledge of tax laws
- Comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
- Familiarity with Circular 230
- Interest in building a local and online social presence as a Tax Associate
- Willing to wear a TurboTax uniform
- Willing to work in a front facing retail environment
Job Qualifications
- Possess active, unrestricted credentials such as 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
- Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
- Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for the 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 including hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations such as personal and business income, deductions optimization, and amendments
- Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice
- Utilize resources like government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized, everyday language
- Deliver a best in class customer experience by creating exceptional interactions through professionalism and genuine interest in clients' financial goals
- Connect with people to build long-term trust converting one-time transactions into loyal multi-year relationships
- Interact with customers both in-person and virtually using Intuit's video communication tools
- Address client inquiries and help overcome tax-related challenges
Job Criteria
Experience
No experience required
Job Location
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