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Seasonal Tax Associate – Retail

Job Overview

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Employment Type

Full-time
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Compensation

Hourly
Range $24.50 - $28.50
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Benefits

Competitive hourly pay
Cash bonus
Equity rewards
Health Insurance
Dental Insurance
Paid Time Off
Employee Discounts

Job Description

Intuit is a leading financial software company known for its innovative solutions designed to empower individuals and businesses to manage their finances effectively. As the maker of TurboTax, QuickBooks, and Mint, Intuit has established itself as a trusted name in the field of personal and business finance management. Its commitment to simplifying complex financial processes aligns with its mission of 'Powering Prosperity Around the World.' With a presence across the United States, Intuit continuously strives to deliver cutting-edge technology and unparalleled customer support to millions of users.

Intuit is currently seeking highly motivated Tax Associates to join its new TurboTax Store locations throughout the United States on a seasonal basis. This unique position offers an exciting blend of tax expertise, entrepreneurial spirit, and community engagement. The Tax Associate role at TurboTax Store involves representing the TurboTax brand proactively within local communities, cultivating relationships with customers, and providing expert tax services to help clients navigate their tax situations successfully.

The Tax Associate will be working on-site at TurboTax retail or flagship locations and will engage with clients both in person and virtually through state-of-the-art video communication tools. This role demands delivering personalized tax advice, preparing comprehensive tax returns ranging from simple to complex situations, and offering valuable insights that maximize refunds and minimize tax liabilities. Intuit supports its Tax Associates through robust marketing tools and software solutions, helping them build thriving businesses within their communities.

The position is nonexempt and offers seasonal and year-round employment opportunities with flexible scheduling aligned to the individual's career goals and availability. Pay varies by location, with competitive wage ranges between $22.00 to $28.50 per hour, plus eligibility for bonuses, equity rewards, and comprehensive benefits. The role requires a minimum commitment of 20 hours per week, including availability on weekends, especially during peak tax season.

Tax Associates serve as community ambassadors and trusted advisors by engaging in outreach efforts such as local events, marketing campaigns, and social media content creation. Candidates passionate about helping others and building long-term client relationships will find this role rewarding. Additional perks include the opportunity to gain visibility through local and national marketing and the chance to grow a customer portfolio with entrepreneurial autonomy.

Ultimately, the Tax Associate plays a crucial role in Intuit’s mission by enabling customers to achieve positive financial outcomes, supporting their needs with empathy, and empowering community prosperity. This position is ideal for experienced professionals holding active CPA, EA, or attorney credentials, who are skilled in tax preparation and advisory services and eager to make a meaningful impact at the local level while leveraging a globally recognized brand.

Job Requirements

  • Possess active EA, CPA, or attorney credentials
  • Maintain an active PTIN as required by law
  • Obtain relevant state licenses or permits
  • Minimum 3 years of professional tax preparation experience
  • Residence within the United States
  • Willingness to work onsite at a TurboTax location
  • Ability to commit to 20 or more hours weekly, including weekends
  • Comfortable engaging with community and building business presence
  • Ability to manage multiple priorities in a fast-paced environment

Job Qualifications

  • Possess active EA, CPA, or practicing attorney credentials with strong tax preparation experience
  • Hold an active Preparer Tax Identification Number (PTIN)
  • Possess or be able to obtain state licenses, certificates, permits, or bonds
  • Have minimum 3 years of paid experience filing 50 or more individual 1040 tax returns yearly
  • Familiarity with Circular 230
  • Comfortable working onsite at TurboTax retail location for minimum 20 hours weekly
  • Interest in building local and online social presence
  • Bilingual English/Spanish communication skills are a plus
  • Experience in holistic tax advisory services beyond filing
  • Willingness to wear TurboTax uniform and work in front-facing retail environment

Job Duties

  • Represent TurboTax enthusiastically and proactively in the local community
  • Engage with new prospects, nurture leads, and convert prospects into long-term clients
  • Lead local marketing events and make taxes approachable
  • Provide hands-on tax advice and complete preparation services for client tax returns
  • Facilitate discovery sessions and tax reviews to optimize deductions and minimize liabilities
  • Deliver exceptional customer service to help clients achieve financial goals
  • Interact with customers in-person and virtually using Intuit’s communication tools

Job Criteria

Experience

Mid Level (3-7 years)


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