Job Overview
Employment Type
Seasonal
Compensation
Hourly
Range $25.50 - $28.50
Work Schedule
Standard Hours
Benefits
competitive pay
Cash bonus
Equity rewards
Health Insurance
Retirement Plan
Paid Time Off
Employee Discounts
Job Description
Intuit is a leading technology company specializing in financial software solutions designed to empower individuals and businesses to achieve their financial goals. Renowned for its innovative products including TurboTax, QuickBooks, and Mint, Intuit has a strong commitment to "Powering Prosperity Around the World." With a focus on customer-centric experiences and cutting-edge technology, Intuit continues to shape the landscape of personal and small business finance management. TurboTax, one of Intuit's flagship products, provides user-friendly tax preparation software that simplifies the complex process of filing taxes, making it accessible to millions across the United States.
Intuit is currently seeking motivated and knowledgeable individuals to join our dynamic team as Tax Associates at new TurboTax Store locations nationwide on a seasonal or potentially year-round basis. This role is uniquely designed for professionals who possess tax expertise combined with an entrepreneurial spirit and a passion for community engagement. Tax Associates will operate on-site at designated TurboTax retail locations to build and nurture a loyal client base within their local communities, embodying the face of TurboTax and fostering long-term customer relationships.
As a Tax Associate - TurboTax Store, you will utilize your in-depth tax knowledge to provide comprehensive tax return preparation, expert tax advice, and support with TurboTax software and products. You will engage with customers both in-person and virtually, delivering personalized tax solutions that highlight your understanding of each individual’s financial situation. Serving as a trusted advisor, you will help customers navigate tax complexities, alleviate their concerns, and empower them to achieve optimal financial outcomes such as maximizing refunds and strategically planning future taxes.
This role requires active community engagement, including proactive outreach to potential clients, representing TurboTax at local events, and leveraging marketing resources to enhance TurboTax’s presence. You will be instrumental in creating approachable, relevant tax content and fostering a welcoming environment where customers feel supported and valued. The role demands strong interpersonal skills, entrepreneurial drive, a passion for helping others, and the ability to create an exceptional customer experience that converts first-time users into loyal, repeat clients.
Employment in this role is nonexempt and requires a minimum commitment of 20 hours weekly onsite at a TurboTax location, with flexible scheduling options including weekends to accommodate peak tax season demand. Compensation includes a competitive base pay range dependent on location, with opportunities for cash bonuses, equity rewards, and access to comprehensive benefits. This position offers professionals a rewarding opportunity to grow their careers while making a tangible difference in their communities by providing expert tax services and financial guidance.
Intuit is currently seeking motivated and knowledgeable individuals to join our dynamic team as Tax Associates at new TurboTax Store locations nationwide on a seasonal or potentially year-round basis. This role is uniquely designed for professionals who possess tax expertise combined with an entrepreneurial spirit and a passion for community engagement. Tax Associates will operate on-site at designated TurboTax retail locations to build and nurture a loyal client base within their local communities, embodying the face of TurboTax and fostering long-term customer relationships.
As a Tax Associate - TurboTax Store, you will utilize your in-depth tax knowledge to provide comprehensive tax return preparation, expert tax advice, and support with TurboTax software and products. You will engage with customers both in-person and virtually, delivering personalized tax solutions that highlight your understanding of each individual’s financial situation. Serving as a trusted advisor, you will help customers navigate tax complexities, alleviate their concerns, and empower them to achieve optimal financial outcomes such as maximizing refunds and strategically planning future taxes.
This role requires active community engagement, including proactive outreach to potential clients, representing TurboTax at local events, and leveraging marketing resources to enhance TurboTax’s presence. You will be instrumental in creating approachable, relevant tax content and fostering a welcoming environment where customers feel supported and valued. The role demands strong interpersonal skills, entrepreneurial drive, a passion for helping others, and the ability to create an exceptional customer experience that converts first-time users into loyal, repeat clients.
Employment in this role is nonexempt and requires a minimum commitment of 20 hours weekly onsite at a TurboTax location, with flexible scheduling options including weekends to accommodate peak tax season demand. Compensation includes a competitive base pay range dependent on location, with opportunities for cash bonuses, equity rewards, and access to comprehensive benefits. This position offers professionals a rewarding opportunity to grow their careers while making a tangible difference in their communities by providing expert tax services and financial guidance.
Job Requirements
- Must reside within the United States
- Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
- Operating hours subject to change and likely to scale up during periods of peak demand
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Must be willing to wear a TurboTax uniform
- Must be willing to work in a front-facing retail environment
- Must possess active, unrestricted EA, CPA, or Attorney credentials
- Must have an active Preparer Tax Identification Number (PTIN)
- Minimum of 3 years paid experience filing 50+ individual 1040 tax returns per tax season
- Familiarity with Circular 230
- Interest in community engagement and proactive outreach
- Passionate about empowering customers and helping them overcome tax complexities
- Entrepreneurial and self-driven with a business ownership mindset to grow customer portfolio
- Must reside in the United States
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
- 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
- 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 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 by creating 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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