
Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $24.50 - $28.50
Benefits
competitive compensation
Cash bonus
Equity rewards
Health Insurance
Dental Insurance
Paid Time Off
Professional development programs
Job Description
Intuit is a leading financial software company specializing in creating innovative solutions that simplify financial management for individuals and businesses worldwide. Known for its flagship product TurboTax, Intuit has established itself as a trusted brand that empowers millions to achieve financial prosperity through user-friendly technology and expert advice. The company is committed to fostering a culture of inclusion, continuous learning, and community engagement, offering dynamic career opportunities in various domains including tax preparation, customer service, and financial consulting.
The Tax Associate - TurboTax Store role at Intuit presents an exciting seasonal or year-round opportunity to join a new TurboTax retail location across the United States. This position is designed for motivated individuals with a strong background in tax preparation who are eager to engage with their local communities and help customers navigate their tax needs effectively. As a frontline representative of TurboTax, the Tax Associate is instrumental in expanding the client base by building meaningful, long-term relationships while delivering expert tax advice and personalized service to diverse customers.
Working onsite at a TurboTax location, you will leverage TurboTax's marketing resources and software to educate and assist customers both in person and virtually. Your tax expertise will enable you to manage a range of tax situations from simple personal returns to more complex scenarios involving business income and deductions. Beyond tax filing, you will play a pivotal role in providing holistic tax advisory services, ensuring clients understand their financial options and maximize their refunds while minimizing liabilities.
This role blends customer service excellence, technical tax knowledge, and entrepreneurial spirit, requiring an individual who is personable, knowledgeable, and proactive. You will act as a community ambassador for TurboTax, leading local events, nurturing client relationships, and contributing to the brand's visibility and reputation at the local level. Intuit provides a supportive environment with competitive pay, performance bonuses, and comprehensive benefits. Whether you are interested in a flexible seasonal position or a more permanent role, Intuit values your career goals and availability and works to match the right opportunities accordingly.
The Tax Associate - TurboTax Store role at Intuit presents an exciting seasonal or year-round opportunity to join a new TurboTax retail location across the United States. This position is designed for motivated individuals with a strong background in tax preparation who are eager to engage with their local communities and help customers navigate their tax needs effectively. As a frontline representative of TurboTax, the Tax Associate is instrumental in expanding the client base by building meaningful, long-term relationships while delivering expert tax advice and personalized service to diverse customers.
Working onsite at a TurboTax location, you will leverage TurboTax's marketing resources and software to educate and assist customers both in person and virtually. Your tax expertise will enable you to manage a range of tax situations from simple personal returns to more complex scenarios involving business income and deductions. Beyond tax filing, you will play a pivotal role in providing holistic tax advisory services, ensuring clients understand their financial options and maximize their refunds while minimizing liabilities.
This role blends customer service excellence, technical tax knowledge, and entrepreneurial spirit, requiring an individual who is personable, knowledgeable, and proactive. You will act as a community ambassador for TurboTax, leading local events, nurturing client relationships, and contributing to the brand's visibility and reputation at the local level. Intuit provides a supportive environment with competitive pay, performance bonuses, and comprehensive benefits. Whether you are interested in a flexible seasonal position or a more permanent role, Intuit values your career goals and availability and works to match the right opportunities accordingly.
Job Requirements
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Must reside within the United States
- Must have active PTIN
- Minimum of 3 years of paid tax preparation experience
- Must be comfortable working onsite in a retail environment
- Availability to work at least 20 hours per week including weekends
- Willingness to create tax-related content and engage with the community
- Ability to multi-task and manage priorities in a fast-paced environment
- Strong communication and customer service skills
Job Qualifications
- Possess active, unrestricted credentials such as EA, CPA, 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
- 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
- Must be comfortable working onsite at a TurboTax retail or flagship location for a minimum of 20 hours per week
- Interest in building a local and online social presence as a Tax Associate
- 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 including hands-on advice and complete preparation services for clients
- Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice
- Deliver a best in class customer experience through professionalism and genuine interest in client financial goals
- Connect with people to build long-term trust
- Interact with customers both in-person and virtually using Intuit's video communication tools
- Address client inquiries and help overcome tax-related challenges
Job Criteria
Experience
No experience required
Job Location
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