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Tax Associate – In-Store

Job Overview

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Compensation

Hourly
Range $24.50 - $28.50
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Benefits

competitive compensation
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Retirement Plan
Employee Discounts

Job Description

Intuit is a leading financial software company known for empowering individuals, small businesses, and accountants through innovative products like TurboTax, QuickBooks, and Mint. With a strong commitment to powering prosperity around the world, Intuit continues to lead in providing accessible and user-friendly financial solutions that help customers manage their money, prepare taxes, and grow their businesses. The company fosters a dynamic work environment where innovation, inclusivity, and customer-centric values are paramount.

The Tax Associate - TurboTax Store role at Intuit offers a unique opportunity to join a vibrant team in one of the company's new TurboTax locations across the United States. This seasonal or year-round position requires tax professionals to work on-site, engaging directly with clients from the local community, helping them navigate complex tax situations with confidence and personalized service. The role is designed for entrepreneurial-minded individuals who are passionate about taxes and eager to build long-term relationships with customers while promoting TurboTax’s brand and services.

In this role, you will serve as a trusted advisor, offering expert tax advice, full-service tax return preparation, and product support both in-person and virtually using TurboTax's advanced tools. You will be instrumental in growing the TurboTax client base by proactively engaging with prospects, nurturing leads, and participating in local community events to make tax topics approachable and accessible. Using TurboTax marketing resources and software, you will create a thriving, customer-focused business that supports Intuit’s mission to foster financial prosperity.

The Tax Associate position requires a hands-on approach to understanding each client’s unique financial context, ensuring that every tax return is optimized for maximum refund and compliance with current tax laws. By providing high-quality tax preparation—from simple individual returns to complex business filings—you help alleviate the stress commonly associated with tax season. The ability to communicate complex tax information in a clear, everyday language is crucial in delivering exceptional customer experiences and building trust.

This position offers competitive pay that varies by location, with an expected base hourly range depending on the state, plus eligibility for cash bonuses, equity rewards, and comprehensive benefits. Intuit values work-life balance and offers flexible scheduling, including opportunities to work weekend hours during peak tax season. As part of this role, candidates will be equipped with the TurboTax uniform and will embody the company’s professional and approachable presence in their local community, contributing to broader marketing initiatives and social engagement efforts.

Becoming a Tax Associate at TurboTax Store means joining a reputable company that not only values tax expertise but also celebrates community involvement and entrepreneurial spirit. This role will appeal to tax professionals who desire to leverage their skills in a client-facing environment while contributing to a mission-driven company dedicated to making financial services understandable and accessible to all individuals. Intuit provides tools, support, and a positive culture that encourages continuous learning and career growth within the expanding financial software industry.

Job Requirements

  • Must reside within the United States
  • Possess or be able to obtain related State licenses, certificates, permits, or bonds
  • Willingness to wear TurboTax uniform
  • Willingness to work in a front-facing retail environment
  • Available for at least 20 hours per week with flexibility during peak demand
  • Passionate about empowering customers and community engagement

Job Qualifications

  • Active, unrestricted credentials as EA, CPA, or practicing attorney
  • Active Preparer Tax Identification Number (PTIN)
  • Familiarity with Circular 230
  • Minimum of 3 years paid experience preparing 50+ federal and state individual 1040 tax returns per season
  • Comfortable working onsite in a retail or flagship location
  • Interest in building local and online social presence
  • Bilingual English/Spanish a plus
  • Experience in holistic tax advisory services

Job Duties

  • Represent TurboTax enthusiastically in the local community
  • Engage with new prospects and nurture leads into long-term clients
  • Lead local events and participate in marketing efforts
  • Provide hands-on tax advice and prepare tax returns for clients with diverse tax situations
  • Conduct discovery sessions and tax reviews to optimize deductions and refunds
  • Deliver exceptional customer experiences by building trust and addressing inquiries
  • Use TurboTax tools for both in-person and virtual client interactions

Job Criteria

Experience

No experience required


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