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Tax Associate – In-Store

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 pay
performance bonuses
Equity rewards
Health Insurance
Dental Insurance
Paid Time Off
retirement plans

Job Description

Intuit is a leading financial software company committed to powering prosperity around the world by helping individuals and businesses manage their finances with ease. Known primarily for its flagship product TurboTax, Intuit provides innovative tax preparation and financial management solutions tailored to meet the diverse needs of its expansive client base. With a strong emphasis on community engagement and customer empowerment, Intuit continues to grow its footprint through physical TurboTax Stores located across the United States. These stores offer both seasonal and year-round opportunities to skilled tax professionals who are passionate about helping others navigate the complexities of taxation in an accessible and user-friendly manner.

As a Tax Associate at a TurboTax Store, you will play a pivotal role not only in delivering tax preparation services but also in fostering deep connections within your local community. This position blends tax expertise with entrepreneurial spirit, requiring associates to proactively engage new clients, nurture relationships, and represent TurboTax as a trusted advisor. You'll serve customers both in-person and virtually through Intuit's cutting-edge communication platforms, ensuring that each individual receives personalized guidance tailored to their unique financial scenarios. Your ability to simplify complex tax issues and provide strategic tax advice will empower customers to maximize their refunds, optimize deductions, and plan effectively for future financial goals such as retirement, education, or significant life events.

Working onsite at a TurboTax location, you will be the face of the brand in your community—leading local marketing efforts, participating in events, and creating informative content that demystifies taxation. Intuit supports you with marketing resources and professional tax software, enabling you to build a thriving business while advancing TurboTax’s mission of improving financial well-being. The role requires a minimum commitment of 20 hours per week, with schedules that adapt to seasonal peaks, making it ideal for individuals seeking flexible yet impactful employment.

This role is designed for credentialed tax professionals—such as Enrolled Agents (EA), Certified Public Accountants (CPA), or practicing attorneys with a demonstrated track record in tax preparation—who are eager to leverage their skills in a client-centered, entrepreneurial environment. A strong understanding of federal and state tax laws, coupled with proficiency in professional tax software, is essential. Additionally, the Tax Associate must hold an active Preparer Tax Identification Number (PTIN) and any relevant state licenses or permits to comply with legal requirements.

Intuit offers a competitive compensation package that includes base pay ranging approximately from $22.00 to $28.50 per hour depending on location, along with performance-based cash bonuses, equity rewards, and comprehensive benefits. This compensation structure reflects Intuit's dedication to rewarding expertise, customer impact, and community engagement. As part of an ongoing commitment to pay equity, Intuit regularly reviews compensation across diverse demographic groups.

Joining Intuit as a Tax Associate means becoming part of a purpose-driven team dedicated to making tax season a less stressful, more productive time for clients. Beyond traditional tax filing, you will be encouraged to develop a strong social presence, contribute to educational content, and act as a proactive advocate for TurboTax in your community. This is an opportunity to shape your own business within the supportive framework of a global financial technology leader, creating lasting value for yourself and those you serve.

Job Requirements

  • Must reside within the United States
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • Must have education equivalent to or greater than a high school diploma
  • Must have at least 3 years of paid experience preparing individual tax returns
  • Must hold an active Preparer Tax Identification Number (PTIN)
  • Must be comfortable working onsite at a physical TurboTax location
  • Must be willing to work at least 20 hours per week including weekends
  • Must have excellent communication skills
  • Must be able to use tax preparation software and related technology tools
  • Must be able to work independently in a fast-paced environment
  • Must have an entrepreneurial mindset with a passion for customer empowerment
  • Must be willing to wear a TurboTax uniform
  • Must be willing to work in a front-facing retail environment

Job Qualifications

  • Possess active, unrestricted credentials such as EA (Enrolled Agent), CPA (Certified Public Accountant), 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
  • Must possess or be able to obtain any 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 tax season using professional tax preparation software
  • Familiarity with Circular 230
  • Must be comfortable working onsite at a TurboTax retail or flagship location
  • Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
  • 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 by giving hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations such as personal and business income, deductions optimization, and amendments
  • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice
  • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language
  • Deliver a best in class customer experience through professionalism and genuine interest in helping clients achieve their financial goals including saving for retirement, college funds, weddings, or vacations
  • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship
  • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools
  • Address client inquiries while helping them overcome tax-related challenges

Job Criteria

Experience

No experience required


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