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Seasonal Tax Associate – Retail

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 package
Cash bonus
Equity rewards
Comprehensive benefits package
Career development opportunities
flexible scheduling options
Professional support and training

Job Description

Intuit is a leading financial software company dedicated to powering prosperity around the world by providing innovative and user-friendly financial products and services. With a strong focus on empowering individuals and small businesses, Intuit develops software solutions that simplify complex financial processes, enabling customers to manage their finances with confidence. One of Intuit's flagship products is TurboTax, a widely used tax preparation software that helps millions of people file their taxes accurately and efficiently. Intuit is committed to fostering an inclusive and supportive work environment where employees can grow professionally and contribute to meaningful goals.

We are currently seeking motivated and knowledgeable Tax Associates to join our dynamic team at various new TurboTax store locations across the United States on a seasonal basis. This position offers an exciting blend of tax expertise, entrepreneurial spirit, and community engagement, making it ideal for professionals who are passionate about helping individuals navigate their tax needs. As a Tax Associate - TurboTax Store, you will have the unique opportunity to work on-site in vibrant retail or flagship locations, serving as a trusted advisor to customers and helping them achieve positive financial outcomes through personalized tax preparation and planning.

In this role, your responsibilities will extend beyond traditional tax filing. You will be a proactive community ambassador for TurboTax, representing the brand locally and building long-lasting relationships with clients by providing exceptional customer service and expert tax advice. Through in-person and virtual interactions, you will assist customers with a wide range of tax situations, from simple personal income returns to complex business income filings, deductions optimization, amendments, and holistic tax advisory services.

You will leverage TurboTax's advanced marketing support and software tools to grow your client base, manage your portfolio, and connect with customers in a meaningful way. Your entrepreneurial mindset will be essential as you lead local events, engage in outreach, create tax-related content, and contribute to online social presence efforts. Intuit values the unique skills and perspectives that each Tax Associate brings, and you will be supported through professional development opportunities and collaborative team environments.

This position is nonexempt and requires working onsite with flexible hours throughout the week, including weekends, to meet peak customer demand. Intuit offers competitive compensation based on location, experience, and skills, along with cash bonuses, equity rewards, and a comprehensive benefits package. We aim to match your schedule with your career goals to ensure a fulfilling work experience.

If you hold active credentials such as EA, CPA, or are a practicing attorney with tax expertise, and you are passionate about building client relationships while helping your community thrive financially, this role offers a rewarding career path. Intuit seeks individuals with exceptional customer service skills, strong communication abilities, and a desire to be part of a company dedicated to making taxation accessible and approachable. Join Intuit as a Tax Associate at TurboTax stores and be part of a mission to power prosperity locally and worldwide.

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
  • Must be willing to wear a TurboTax uniform
  • Must be willing to work in a front facing retail environment

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 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 and 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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