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Tax Associate – In-Store

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
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Professional development opportunities
inclusive work environment

Job Description

Intuit is a leading global technology company known for its innovative financial software solutions, aimed at simplifying the complexities of finance and empowering individuals and businesses to achieve financial prosperity. One of Intuit's flagship offerings is TurboTax, a renowned tax preparation software that has revolutionized how millions of people file their taxes each year. As part of its continued growth and commitment to community engagement, Intuit is expanding its TurboTax Store presence across various locations in the United States, offering a unique opportunity for tax professionals to join the team on a seasonal basis.

The TurboTax Store operates as a dynamic retail environment where tax associates bring entrepreneurial energy and tax expertise directly to customers in their local communities. This role is designed not only for hands-on tax preparation but also for building meaningful relationships with clients, becoming a trusted advisor who supports their financial journeys beyond just filing taxes. By leveraging TurboTax's marketing support and user-friendly software, Tax Associates at TurboTax Stores help customers navigate tax complexities, maximize refunds, minimize liabilities, and receive personalized tax planning advice.

This position is both customer-facing and community-oriented, requiring associates to work onsite at retail locations and engage customers via virtual appointments using advanced video communication tools. The environment is fast-paced, requiring tax associates to be highly adaptable, tech-savvy, and passionate about delivering an exceptional customer experience. They serve a diverse clientele by handling a wide spectrum of tax situations ranging from simple individual returns to more complex personal and business tax scenarios.

Intuit values entrepreneurial spirit, and Tax Associates are encouraged to take ownership of their customer portfolio by nurturing leads, engaging the community through events, and utilizing social media platforms to build a local presence. This role entails proactive outreach, participation in marketing initiatives, and helping demystify taxation to make it more accessible and less intimidating for the typical taxpayer.

This nonexempt role is available both seasonally and year-round, with an expected commitment of at least 20 hours per week, including weekends during peak tax seasons. Intuit offers competitive compensation based on geographical location, alongside performance-based cash bonuses, equity rewards, and a comprehensive benefits package. The company fosters a supportive and inclusive culture that emphasizes diversity, professional development, and career growth. Tax Associates are required to wear TurboTax-branded uniforms and maintain professionalism in a front-facing retail setting.

Working as a Tax Associate at TurboTax Store provides a unique blend of professional tax expertise application and business ownership mindset, ideal for passionate tax professionals seeking to expand their impact on local communities while being part of a globally recognized brand. Intuit supports its associates with continuous training, cutting-edge technology, and a collaborative environment that values contributions from each team member, empowering them to succeed and grow within the company.

Job Requirements

  • Must reside within the United States
  • must possess or be able to obtain any related state licenses, certificates, permits, or bonds
  • minimum 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season
  • active Preparer Tax Identification Number (PTIN)
  • active, unrestricted credentials such as EA, CPA, or practicing attorney
  • must be comfortable working onsite at a TurboTax retail or flagship location
  • available to work at least 20 hours per week including weekends
  • entrepreneurial spirit and self-driven mindset
  • strong verbal and written communication skills
  • proficient with technology including tax preparation software and CRM/sales tools
  • must be willing to wear a TurboTax uniform and work in a public-facing retail environment

Job Qualifications

  • Active, unrestricted credentials such as EA, CPA, or practicing attorney
  • active Preparer Tax Identification Number (PTIN)
  • able to obtain state licenses, certificates, permits, or bonds
  • minimum 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season
  • familiarity with Circular 230
  • ability to work onsite at a TurboTax retail or flagship location
  • interest in building a local and online social presence
  • bilingual communication skills (English/Spanish) a plus
  • experience in holistic tax advisory services
  • 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
  • engage with new prospects
  • nurture leads
  • convert prospects into long-term clients
  • lead local events
  • participate in local marketing
  • provide hands-on tax advice and preparation services
  • handle simple to complex tax situations
  • facilitate discovery sessions and tax reviews
  • uncover deductions
  • minimize tax liabilities
  • maximize refunds
  • provide future tax planning advice
  • utilize resources to deliver accurate tax solutions
  • create an exceptional customer experience
  • build long-term trust
  • interact with customers in-person and virtually
  • address client inquiries and challenges

Job Criteria

Experience

No experience required


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