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Seasonal Tax Associate – Retail

Job Overview

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Compensation

Hourly
Range $24.50 - $28.50
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Benefits

competitive pay
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Employee Discounts
Retirement benefits

Job Description

Intuit is a leading financial software company widely recognized for powering prosperity around the world by helping individuals and businesses achieve financial success. With a history of innovation and customer-centric solutions, Intuit is the creator of TurboTax, a trusted and popular tax preparation software used by millions across the United States. TurboTax is known for its ease of use, thoroughness, and valuable tools that simplify the complicated tax filing process for users. Intuit continuously strives to improve the tax filing experience through technology, community engagement, and professional expertise.

Intuit is currently hiring for the position of Tax Associate - TurboTax Store at new TurboTax locations nationwide on a seasonal basis. This role offers a unique blend of tax expertise, entrepreneurial spirit, and community involvement to serve customers' tax needs both in-person and virtually. As a Tax Associate, you will not only prepare accurate and comprehensive tax returns but also act as a community ambassador for TurboTax. You will engage potential clients, nurture leads, and build lasting relationships that foster customer loyalty. Your role supports TurboTax's mission by helping customers navigate their tax situations with confidence and ease, encouraging prosperity in the local communities you serve.

Working onsite at a TurboTax location, you will provide hands-on tax preparation services for a range of tax scenarios including personal and business income, deductions optimization, and amendments. You will conduct discovery sessions and tax reviews to uncover all eligible deductions, minimize tax liabilities, maximize refunds, and offer future tax planning advice. Serving as a trusted advisor, you will break down complex tax information into clear, everyday language to ensure each customer understands their unique tax situation.

Beyond tax services, the Tax Associate role involves proactive community outreach, event leadership, and leveraging TurboTax marketing resources to position yourself as a familiar and approachable tax expert locally. This position requires a commitment to exceptional customer service, empathetic communication, and professional conduct. You will interact with clients using TurboTax’s advanced video communication tools, addressing inquiries, helping overcome tax-related challenges, and supporting financial goal achievement such as savings for retirement, education, or special occasions.

The position is nonexempt, with shifts typically available from Sunday through Saturday for a minimum of 20 hours per week. Hours may expand during peak tax season to meet customer demand. Intuit offers both seasonal and year-round opportunities depending on your availability and career goals. Compensation is competitive and location-dependent with base pay ranging approximately from $22 to $28.50 per hour across various states, complemented by cash bonuses, equity rewards, and comprehensive benefits.

Ideal candidates possess active credentials such as EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney status, an active Preparer Tax Identification Number (PTIN), and are comfortable working in a retail setting wearing the TurboTax uniform. A passion for empowering customers, strong communication skills, and an entrepreneurial mindset to grow a local client portfolio are essential. Bilingual English/Spanish skills and experience in holistic tax advisory services are valued assets. By joining Intuit as a Tax Associate, you become part of a community dedicated to making tax filing accessible, educational, and rewarding for your neighborhood and beyond.

Job Requirements

  • Minimum of 3 years paid experience filing tax returns
  • Must reside within the United States
  • Must possess or obtain any related state licenses, certificates, permits, or bonds
  • Willing to wear TurboTax uniform
  • Willing to work front-facing retail environment
  • Must be available for a minimum of 20 hours per week onsite
  • Interest in building local and online social presence
  • Bilingual skills are a plus
  • Ability to work Sunday through Saturday
  • Comfortable managing multiple priorities in fast-paced environment

Job Qualifications

  • Possess active, unrestricted credentials such as EA, CPA, or Practicing Attorney
  • Have an active Preparer Tax Identification Number (PTIN)
  • 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
  • Entrepreneurial mindset with strong customer service skills
  • Strong verbal and written communication
  • Proficient in tax preparation software and CRM tools

Job Duties

  • Be a proactive community ambassador
  • Enthusiastically represent TurboTax locally
  • Engage with new prospects, nurture leads, and convert prospects into clients
  • Lead local events and participate in local marketing
  • Provide hands-on tax advice and complete preparation services
  • Conduct discovery sessions and tax reviews
  • Deliver exceptional customer experience
  • Connect with customers in-person and via video tools
  • Address client inquiries and resolve tax challenges

Job Criteria

Experience

No experience required


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