
Job Overview
Employment Type
Seasonal
Benefits
competitive compensation
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Retirement Plan
Professional Development
Job Description
Intuit is a leading financial software company renowned for its innovative solutions that simplify financial management for millions of individuals and businesses worldwide. As the creator of TurboTax, QuickBooks, and Mint, Intuit is dedicated to powering prosperity around the world by providing users with easy-to-use products that make tax preparation, accounting, and personal finance management accessible and efficient. With a strong commitment to customer service, community involvement, and technological advancement, Intuit continually evolves to meet the changing needs of its diverse customer base.
We are currently seeking highly motivated individuals to join our dynamic team as Tax Associates at our new TurboTax Store locations across the United States on a seasonal or year-round basis. This position offers a unique opportunity to combine tax expertise, community engagement, and entrepreneurship in a retail environment. As a Tax Associate - TurboTax Store, you will be the face of TurboTax within your local community, playing a vital role in growing the client base by establishing long-term customer relationships and driving loyalty.
In this role, you will work onsite at a TurboTax location, delivering exceptional tax preparation services using Intuit’s state-of-the-art TurboTax software. Your responsibilities will include providing expert tax advice, handling complex tax situations such as personal and business income, deductions optimization, and amendments. You will conduct discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and offer future tax planning guidance.
Beyond tax preparation, this role requires proactive community engagement. You will enthusiastically represent TurboTax by leading local events, participating in marketing activities, and making tax topics approachable for a diverse clientele. You will build lasting connections with clients through personalized service and genuine interest in their financial goals, turning one-time transactions into loyal, multi-year relationships.
Tax Associates will serve customers both in-person and virtually, making use of advanced video communication tools to provide a seamless and supportive customer experience. This position demands excellent interpersonal skills, high empathy, and an entrepreneurial spirit to grow your customer portfolio and create accessible educational content related to tax topics within your community.
This nonexempt role requires a minimum commitment of 20 hours per week onsite at a TurboTax store, with schedules that may include Sunday through Saturday during peak seasons. As part of the competitive compensation package, this position offers pay-for-performance rewards, cash bonuses, equity incentives, and comprehensive benefits. During the interview process, your career goals and availability will be considered to ensure optimal scheduling.
Joining Intuit as a Tax Associate means becoming part of a company dedicated to innovation, community, and customer empowerment. If you have active credentials such as EA, CPA, or are a Practicing Attorney with tax expertise, possess a valid PTIN, and are passionate about helping customers navigate tax complexities, we invite you to become a TurboTax Store Tax Associate and contribute to powering prosperity in your community.
We are currently seeking highly motivated individuals to join our dynamic team as Tax Associates at our new TurboTax Store locations across the United States on a seasonal or year-round basis. This position offers a unique opportunity to combine tax expertise, community engagement, and entrepreneurship in a retail environment. As a Tax Associate - TurboTax Store, you will be the face of TurboTax within your local community, playing a vital role in growing the client base by establishing long-term customer relationships and driving loyalty.
In this role, you will work onsite at a TurboTax location, delivering exceptional tax preparation services using Intuit’s state-of-the-art TurboTax software. Your responsibilities will include providing expert tax advice, handling complex tax situations such as personal and business income, deductions optimization, and amendments. You will conduct discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and offer future tax planning guidance.
Beyond tax preparation, this role requires proactive community engagement. You will enthusiastically represent TurboTax by leading local events, participating in marketing activities, and making tax topics approachable for a diverse clientele. You will build lasting connections with clients through personalized service and genuine interest in their financial goals, turning one-time transactions into loyal, multi-year relationships.
Tax Associates will serve customers both in-person and virtually, making use of advanced video communication tools to provide a seamless and supportive customer experience. This position demands excellent interpersonal skills, high empathy, and an entrepreneurial spirit to grow your customer portfolio and create accessible educational content related to tax topics within your community.
This nonexempt role requires a minimum commitment of 20 hours per week onsite at a TurboTax store, with schedules that may include Sunday through Saturday during peak seasons. As part of the competitive compensation package, this position offers pay-for-performance rewards, cash bonuses, equity incentives, and comprehensive benefits. During the interview process, your career goals and availability will be considered to ensure optimal scheduling.
Joining Intuit as a Tax Associate means becoming part of a company dedicated to innovation, community, and customer empowerment. If you have active credentials such as EA, CPA, or are a Practicing Attorney with tax expertise, possess a valid PTIN, and are passionate about helping customers navigate tax complexities, we invite you to become a TurboTax Store Tax Associate and contribute to powering prosperity in your community.
Job Requirements
- Must reside within the United States
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Possess active, unrestricted credentials such as EA, CPA, or Practicing Attorney
- Have an active Preparer Tax Identification Number (PTIN)
- Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season
- Must be comfortable working onsite at a TurboTax retail or flagship location
- Must be able to work Sunday through Saturday for a minimum of 20 hours per week
- Must be willing to wear a TurboTax uniform
- Must be willing to work in a front facing retail environment
- Interest in building a local and online social presence as a Tax Associate
Job Qualifications
- Possess active, unrestricted credentials: 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
- Experience in holistic tax advisory services beyond tax filing
- Bilingual (English/Spanish) communication skills are a plus
- Strong verbal and written communication skills
- Proficient with technology, including tax preparation software and CRM/sales tools
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: give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, 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: create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals
- Connect with people to build 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
Job Location
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