
Job Overview
Compensation
Hourly
Range $24.50 - $28.50
Benefits
competitive compensation
Cash bonus
Equity rewards
benefits package
Paid Time Off
401(k)
Employee assistance program
Job Description
Intuit is a leading financial software company dedicated to helping customers across the United States manage their personal and business finances with confidence and ease. Known primarily for its flagship product TurboTax, Intuit empowers individuals and businesses to achieve financial prosperity through innovative, user-friendly, and reliable solutions. With a mission of "Powering Prosperity Around the World," Intuit continues to expand its reach by opening new TurboTax Store locations, which provide personalized tax preparation and advisory services in a community-focused atmosphere. These locations serve as important touchpoints where customers can receive expert tax help in-person or virtually, combining technology with personal service to alleviate the stress often associated with tax filing and financial planning.
The Tax Associate - TurboTax Store role at Intuit is an exciting opportunity for highly motivated tax professionals who are entrepreneurial, community-oriented, and passionate about helping others navigate their tax needs. This seasonal and potentially year-round position involves working on-site at TurboTax Store locations across the United States. As a Tax Associate, you will be the face of TurboTax in your local community, proactively growing the business by attracting new customers, nurturing existing relationships, and delivering expert tax advice and tax return preparation services. This role not only focuses on transactional tax services but also emphasizes building long-term client relationships based on trust, expertise, and exceptional customer service.
In this position, you will leverage TurboTax's industry-leading tax software and marketing resources to support your client outreach and service delivery. Your responsibilities will include providing hands-on tax preparation, facilitating tax discovery sessions to maximize refunds and minimize liabilities, offering future tax planning advice, and supporting customers through both in-person interactions and virtual communications using video tools. You will act as a trusted advisor, capable of handling simple to complex tax situations involving personal and business income, deductions optimization, amendments, and more.
This role requires a strong blend of technical knowledge, interpersonal skills, and community engagement. Intuit seeks tax professionals who hold active credentials such as EA, CPA, or practicing attorney licensure with significant tax preparation experience and a familiarity with tax laws and regulations. The ability to engage with a diverse clientele and communicate tax concepts in clear, accessible language is critical for success in this role. Candidates must be willing to work onsite in retail or flagship TurboTax locations, don the TurboTax uniform with pride, and embrace an entrepreneurial mindset to grow their clientele, including building a local and online social presence.
Intuit offers competitive pay based on geographic location, performance-based rewards, and comprehensive benefits to support the wellbeing and growth of its employees. The hourly pay range varies by state, typically between $22.00 and $28.50 depending on the location and experience. This position is ideal for professionals who thrive in a fast-paced environment, are customer service oriented, and enjoy leveraging technology to deliver high-quality tax solutions. By joining Intuit as a Tax Associate - TurboTax Store, you become an integral part of a globally recognized company with a commitment to powering financial prosperity in communities nationwide.
The Tax Associate - TurboTax Store role at Intuit is an exciting opportunity for highly motivated tax professionals who are entrepreneurial, community-oriented, and passionate about helping others navigate their tax needs. This seasonal and potentially year-round position involves working on-site at TurboTax Store locations across the United States. As a Tax Associate, you will be the face of TurboTax in your local community, proactively growing the business by attracting new customers, nurturing existing relationships, and delivering expert tax advice and tax return preparation services. This role not only focuses on transactional tax services but also emphasizes building long-term client relationships based on trust, expertise, and exceptional customer service.
In this position, you will leverage TurboTax's industry-leading tax software and marketing resources to support your client outreach and service delivery. Your responsibilities will include providing hands-on tax preparation, facilitating tax discovery sessions to maximize refunds and minimize liabilities, offering future tax planning advice, and supporting customers through both in-person interactions and virtual communications using video tools. You will act as a trusted advisor, capable of handling simple to complex tax situations involving personal and business income, deductions optimization, amendments, and more.
This role requires a strong blend of technical knowledge, interpersonal skills, and community engagement. Intuit seeks tax professionals who hold active credentials such as EA, CPA, or practicing attorney licensure with significant tax preparation experience and a familiarity with tax laws and regulations. The ability to engage with a diverse clientele and communicate tax concepts in clear, accessible language is critical for success in this role. Candidates must be willing to work onsite in retail or flagship TurboTax locations, don the TurboTax uniform with pride, and embrace an entrepreneurial mindset to grow their clientele, including building a local and online social presence.
Intuit offers competitive pay based on geographic location, performance-based rewards, and comprehensive benefits to support the wellbeing and growth of its employees. The hourly pay range varies by state, typically between $22.00 and $28.50 depending on the location and experience. This position is ideal for professionals who thrive in a fast-paced environment, are customer service oriented, and enjoy leveraging technology to deliver high-quality tax solutions. By joining Intuit as a Tax Associate - TurboTax Store, you become an integral part of a globally recognized company with a commitment to powering financial prosperity in communities nationwide.
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
- Pass a background check and meet all regulatory requirements
- Must have an active Preparer Tax Identification Number (PTIN)
- Must have at least 3 years of paid tax preparation experience
- Must be entrepreneurial and self-driven with a business ownership mindset
- Must have strong verbal and written communication skills
- Must be proficient with technology, including tax preparation software and CRM/sales tools
- Must be able to work in a fast-paced environment independently while managing multiple priorities
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
- 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
- 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
No experience required
Job Location
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