
Job Overview
Employment Type
Seasonal
Compensation
Hourly
Range $24.50 - $28.50
Benefits
competitive compensation
Cash bonus
Equity rewards
Health Insurance
Dental Insurance
Paid Time Off
Employee Discounts
Job Description
Intuit is a leading financial software company renowned for its innovative and user-friendly products that empower individuals and businesses to manage their finances effectively. Among its flagship offerings is TurboTax, a widely trusted tax preparation software that simplifies the complexities of tax filing for millions of users across the United States. Intuit’s commitment to helping people achieve financial prosperity is exemplified in its mission of "Powering Prosperity Around the World." With a focus on continuous innovation and customer-centric solutions, Intuit has established itself as a pioneer in the realm of financial technology solutions.
Intuit is currently seeking highly motivated individuals to join its dynamic team as Tax Associates at newly established TurboTax Store locations nationwide. This opportunity is primarily seasonal with potential year-round engagements, designed for professionals passionate about tax services and community involvement. The role requires on-site presence at TurboTax retail stores, offering a unique blend of entrepreneurial spirit, tax expertise, and community engagement to help local customers navigate their tax needs successfully.
As a Tax Associate, you become a vital conduit between TurboTax and the local community, serving as both a tax expert and a trusted advisor. Your responsibilities include proactively engaging prospective clients, nurturing relationships, and converting one-time visitors into loyal, multi-year customers through exceptional service and deep expertise. Using TurboTax marketing support and cutting-edge software, you are empowered to build a thriving business within your community, helping customers achieve positive financial outcomes including optimized tax refunds and effective tax planning.
The role involves providing comprehensive tax preparation services ranging from simple to complex tax situations, including personal and business income taxes, deduction optimizations, and filing amendments. Your knowledge of tax laws, aided by resources such as government websites and professional tools, ensures that each customer receives accurate and personalized tax advice in understandable terms. The ability to deliver this service both in-person and virtually using Intuit's advanced video communication tools enhances accessibility and convenience for all clients.
Besides tax preparation, this position demands a strong dedication to customer experience. You will create a welcoming and supportive atmosphere, connecting with customers to understand their unique financial goals, such as saving for retirement, education, or significant life events. Providing tailored advice and building trust are crucial to turning first-time interactions into long-lasting client relationships.
This role also offers the chance to act as a community ambassador for TurboTax, representing the brand at local events, participating in marketing efforts, and demystifying tax topics through accessible and engaging content. Entrepreneurial candidates who enjoy building a social presence and community engagement will find this position rewarding. Bilingual skills, particularly English and Spanish, are considered an asset.
Intuit offers competitive compensation based on location, with a base pay range typically between $22.00 and $28.50 per hour, supplemented by cash bonuses, equity rewards, and a comprehensive benefits package. The company values diversity and inclusion and conducts regular pay equity reviews to ensure fairness across ethnicity and gender categories. The Tax Associate position is an excellent opportunity for professionals with active credentials such as EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorneys with strong tax preparation experience who want to grow their careers in a supportive, innovative environment.
Intuit is currently seeking highly motivated individuals to join its dynamic team as Tax Associates at newly established TurboTax Store locations nationwide. This opportunity is primarily seasonal with potential year-round engagements, designed for professionals passionate about tax services and community involvement. The role requires on-site presence at TurboTax retail stores, offering a unique blend of entrepreneurial spirit, tax expertise, and community engagement to help local customers navigate their tax needs successfully.
As a Tax Associate, you become a vital conduit between TurboTax and the local community, serving as both a tax expert and a trusted advisor. Your responsibilities include proactively engaging prospective clients, nurturing relationships, and converting one-time visitors into loyal, multi-year customers through exceptional service and deep expertise. Using TurboTax marketing support and cutting-edge software, you are empowered to build a thriving business within your community, helping customers achieve positive financial outcomes including optimized tax refunds and effective tax planning.
The role involves providing comprehensive tax preparation services ranging from simple to complex tax situations, including personal and business income taxes, deduction optimizations, and filing amendments. Your knowledge of tax laws, aided by resources such as government websites and professional tools, ensures that each customer receives accurate and personalized tax advice in understandable terms. The ability to deliver this service both in-person and virtually using Intuit's advanced video communication tools enhances accessibility and convenience for all clients.
Besides tax preparation, this position demands a strong dedication to customer experience. You will create a welcoming and supportive atmosphere, connecting with customers to understand their unique financial goals, such as saving for retirement, education, or significant life events. Providing tailored advice and building trust are crucial to turning first-time interactions into long-lasting client relationships.
This role also offers the chance to act as a community ambassador for TurboTax, representing the brand at local events, participating in marketing efforts, and demystifying tax topics through accessible and engaging content. Entrepreneurial candidates who enjoy building a social presence and community engagement will find this position rewarding. Bilingual skills, particularly English and Spanish, are considered an asset.
Intuit offers competitive compensation based on location, with a base pay range typically between $22.00 and $28.50 per hour, supplemented by cash bonuses, equity rewards, and a comprehensive benefits package. The company values diversity and inclusion and conducts regular pay equity reviews to ensure fairness across ethnicity and gender categories. The Tax Associate position is an excellent opportunity for professionals with active credentials such as EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorneys with strong tax preparation experience who want to grow their careers in a supportive, innovative environment.
Job Requirements
- Reside within the United States
- Possess or obtain any related State licenses, certificates, permits, or bonds
- Minimum 3 years tax preparation experience
- Active PTIN
- Ability to work onsite minimum 20 hours per week
- Strong tax law knowledge
- Unrestricted EA, CPA, or attorney credentials
- Familiarity with Circular 230
- Ability to engage community and build social presence
- Willingness to work in retail and wear uniform
Job Qualifications
- Possess active, unrestricted credentials such as EA, CPA, or practicing attorney with tax preparation experience
- Have an active Preparer Tax Identification Number (PTIN)
- Possess or be able to obtain 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 season using professional software
- Familiarity with Circular 230
- Comfortable working onsite at a TurboTax location for at least 20 hours per week
- Interest in building a local and online social presence with tax-related content in accordance with Intuit policies
- Bilingual English/Spanish skills are a plus
- Experience in holistic tax advisory services beyond filing
- Willing to wear a TurboTax uniform
- Willing to work in a front-facing retail environment
Job Duties
- Be a proactive community ambassador
- Enthusiastically represent TurboTax locally as the public face in the community
- Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach
- Lead local events with support and participate in local marketing efforts
- Provide hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations
- Facilitate discovery sessions and reviews to uncover deductions, minimize liabilities, maximize refunds, and offer future tax planning
- Utilize government websites, professional tools, and team expertise to deliver accurate tax solutions
- Create exceptional customer experiences through professionalism and genuine interest in clients’ financial goals
- Connect with customers to build trust and long-term relationships
- Interact with customers in-person and virtually using video communication tools
- Address client inquiries and help overcome tax-related challenges
Job Criteria
Experience
No experience required
Job Location
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