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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
Health Insurance
Dental Insurance
Paid Time Off
Employee Discounts

Job Description

Intuit is a leading financial software company dedicated to empowering individuals and businesses to achieve financial prosperity. With its flagship products such as TurboTax, QuickBooks, and Mint, Intuit has revolutionized the way people manage their finances, file taxes, and grow their businesses. The company is renowned for its innovative technology solutions, customer-centric approach, and a strong mission of "Powering Prosperity Around the World." Intuit fosters an inclusive and dynamic workplace culture, encouraging entrepreneurial spirit and community engagement among its employees.

This role is for a Tax Associate at one of Intuit's new TurboTax Store locations across the United States. It is a seasonal position with the option for year-round engagement, allowing for flexibility based on your availability and career goals. The position is nonexempt and requires onsite presence at a TurboTax retail or flagship store. TurboTax Stores serve as physical hubs where customers receive personalized tax services and advisement, leveraging TurboTax software to deliver efficient and reliable support.

As a Tax Associate, you will play a pivotal role in expanding TurboTax's customer base within the local community. This role uniquely blends tax expertise with entrepreneurial activities, where you will act as a community ambassador to bring in new customers and build lasting relationships. Your responsibilities include providing full-service tax preparation, insightful tax advice for both simple and complex tax situations, and guiding customers through their unique financial situations with empathy and professionalism.

You will serve customers both in-person and virtually, ensuring accessibility and convenience. The Tax Associate uses TurboTax marketing support and state-of-the-art software tools to cultivate business growth while alleviating the traditional stress associated with tax filing. This position offers competitive compensation, with pay rates varying based on location, and includes performance-based rewards like cash bonuses and equity incentives.

Applicants should expect to work a minimum of 20 hours per week, including potential weekend shifts, to meet peak customer demand during tax season. The role encourages proactive community involvement, such as leading events, engaging in local marketing campaigns, creating tax-related content, and building a social presence that raises TurboTax's profile in the community.

This opportunity is ideal for experienced tax professionals who hold credentials such as Enrolled Agent (EA), Certified Public Accountant (CPA), or are Practicing Attorneys with a deep understanding of tax laws. It is also well suited for individuals who have a passion for helping others navigate the complexities of taxation, coupled with an entrepreneurial mindset and strong interpersonal skills.

Joining Intuit as a Tax Associate means becoming part of a company that values innovation, personal growth, and customer success. This role offers the chance to impact countless individuals' financial well-being while growing your own business and professional skills in a supportive and technologically advanced environment. Intuit emphasizes equal opportunity and pay equity, striving to create a diverse workplace where all employees can thrive.

Job Requirements

  • Reside within the United States
  • Possess or obtain related State licenses, certificates, permits, or bonds
  • Minimum 3 years paid experience filing 50+ federal and state 1040 tax returns per season
  • Hold active EA, CPA, or attorney credentials
  • Hold an active PTIN
  • Comfortable working onsite in retail environment
  • Willing to work min 20 hours/week, including weekends
  • Passionate about empowering customers
  • Strong verbal and written communication skills
  • Proficient with tax preparation software and CRM tools

Job Qualifications

  • Possess active, unrestricted credentials: EA, CPA, or practicing attorney
  • Have an active Preparer Tax Identification Number (PTIN)
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • Minimum of 3 years paid experience filing 50 or more federal and state 1040 returns per season
  • Familiarity with Circular 230
  • Comfortable working onsite at TurboTax location
  • Interest in building local and online social presence
  • Bilingual (English/Spanish) skills are a plus
  • Experience in holistic tax advisory services
  • Willing to wear TurboTax uniform and work in retail environment

Job Duties

  • Be a proactive community ambassador
  • Enthusiastically represent TurboTax locally
  • Engage with new prospects, nurture leads, and convert prospects into long-term clients
  • Lead local events and participate in local marketing
  • Provide hands-on tax advice and full preparation services
  • Facilitate discovery sessions and tax reviews for deductions and future planning
  • Deliver exceptional customer experiences through professionalism and genuine interest

Job Criteria

Experience

No experience required


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