
Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $24.50 - $28.50
Benefits
competitive pay
Cash bonus
Equity rewards
Paid Time Off
Health Insurance
Professional development opportunities
Employee Discounts
Job Description
Intuit is a leading financial software company known for its innovative solutions such as TurboTax, QuickBooks, and Mint, aimed at helping individuals and businesses manage their finances more effectively. TurboTax, one of their flagship products, simplifies tax preparation for millions of customers across the United States through easy-to-use software and professional tax services. Intuit is committed to fostering prosperity by providing cutting-edge technology and exceptional customer experiences. As a global company, Intuit prides itself on its inclusive culture and emphasis on continuous learning, innovation, and community engagement.
The Tax Associate - TurboTax Store is a dynamic, seasonal or year-round position located at new TurboTax storefronts throughout the United States. This role combines tax expertise with entrepreneurial drive and community involvement to help clients navigate their tax obligations efficiently and confidently. As a Tax Associate, you will work onsite at a TurboTax location to grow the local client base by serving as a trusted advisor, providing personalized tax preparation services, and facilitating financial planning discussions. You will utilize TurboTax products and marketing support to build strong client relationships, converting one-time users into loyal customers through exceptional service and ongoing engagement.
In this role, you will be the face of TurboTax in your community, actively representing the brand at local events, conducting outreach, and delivering accessible tax education. Your responsibilities include hands-on tax preparation, offering advice on deductions and tax strategies, managing complex tax scenarios, and supporting both in-person and virtual client interactions. You will leverage your expertise using professional tax software and resources to ensure accuracy and compliance while maintaining clear and understandable communication with clients.
The position demands a proactive approach to customer service, a passion for helping individuals achieve their financial goals, and the ability to thrive in a fast-paced retail environment. It offers competitive compensation that reflects a pay-for-performance philosophy with base pay ranging from approximately $22 to $28.50 per hour depending on state location, plus bonuses and equity rewards. Intuit supports associates with comprehensive training, technology, and marketing tools, empowering them to succeed in building a sustainable career that positively impacts their communities. If you are a motivated tax professional who enjoys working directly with clients and has an entrepreneurial spirit, this role offers a unique opportunity to grow your business while making a meaningful difference for taxpayers during tax season and beyond.
The Tax Associate - TurboTax Store is a dynamic, seasonal or year-round position located at new TurboTax storefronts throughout the United States. This role combines tax expertise with entrepreneurial drive and community involvement to help clients navigate their tax obligations efficiently and confidently. As a Tax Associate, you will work onsite at a TurboTax location to grow the local client base by serving as a trusted advisor, providing personalized tax preparation services, and facilitating financial planning discussions. You will utilize TurboTax products and marketing support to build strong client relationships, converting one-time users into loyal customers through exceptional service and ongoing engagement.
In this role, you will be the face of TurboTax in your community, actively representing the brand at local events, conducting outreach, and delivering accessible tax education. Your responsibilities include hands-on tax preparation, offering advice on deductions and tax strategies, managing complex tax scenarios, and supporting both in-person and virtual client interactions. You will leverage your expertise using professional tax software and resources to ensure accuracy and compliance while maintaining clear and understandable communication with clients.
The position demands a proactive approach to customer service, a passion for helping individuals achieve their financial goals, and the ability to thrive in a fast-paced retail environment. It offers competitive compensation that reflects a pay-for-performance philosophy with base pay ranging from approximately $22 to $28.50 per hour depending on state location, plus bonuses and equity rewards. Intuit supports associates with comprehensive training, technology, and marketing tools, empowering them to succeed in building a sustainable career that positively impacts their communities. If you are a motivated tax professional who enjoys working directly with clients and has an entrepreneurial spirit, this role offers a unique opportunity to grow your business while making a meaningful difference for taxpayers during tax season and beyond.
Job Requirements
- Must reside within the United States
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Must have an active Preparer Tax Identification Number (PTIN)
- Minimum of 3 years of paid tax preparation experience filing 50 or more federal and state individual 1040 tax returns per tax season
- 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 be willing to wear a TurboTax uniform
- Strong communication and customer service skills
- Entrepreneurial mindset and ability to build a client portfolio
- Familiarity with Circular 230
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 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 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 such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language
- Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals
- Connect with people to build 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
Mid Level (3-7 years)
Job Location
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