
Job Overview
Employment Type
Seasonal
Compensation
Hourly
Range $24.50 - $28.50
Benefits
competitive pay
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
retirement plans
Employee Discounts
Job Description
Intuit is a leading technology company known for its innovative financial software solutions, including TurboTax, QuickBooks, and Mint. The company is committed to powering prosperity around the world by providing individuals, small businesses, and self-employed professionals with easy-to-use tools and insightful guidance to manage their finances and taxes effectively. Intuit fosters a culture of innovation, collaboration, and community engagement, continually striving to deliver superior value to its customers through cutting-edge technology and exceptional customer service. TurboTax, one of Intuit's flagship products, is a trusted tax preparation software widely used across the United States, helping millions of customers file their taxes accurately and efficiently every year.
The role of Tax Associate - TurboTax Store at Intuit presents an exciting opportunity to join a dynamic and entrepreneurial team during the tax season at one of the new TurboTax retail locations across the U.S. This seasonal position involves working on-site in a retail environment where individuals act as proactive community ambassadors, tax experts, and trusted advisors. The Tax Associate is not only responsible for delivering expert tax preparation services using TurboTax products but also for growing the TurboTax client base through active community engagement and personalized customer service.
In this role, you will leverage TurboTax marketing support and advanced tax software to empower clients with comprehensive tax advice, deductions optimization, and tax planning strategies while fostering trust and long-term relationships. Serving customers both in-person and virtually, you will use your knowledge of tax laws and professional preparation software to handle simple to complex tax situations, including personal and business income reporting, amendments, and minimizing tax liabilities. Your role involves facilitating discovery sessions to uncover potential deductions and providing clear, personalized explanations using accessible language that alleviates the stress associated with tax filing.
The position emphasizes a customer-centric approach, requiring exceptional interpersonal skills and a genuine passion for helping customers achieve their financial goals—whether saving for retirement, education, or major life events. As a Tax Associate, you will also represent TurboTax at local events and marketing activities, helping to make tax topics approachable while contributing to building a strong presence for TurboTax within the local community.
This role requires flexibility and a commitment to working onsite with varying schedules, typically a minimum of 20 hours per week during the tax season, including weekends, with the potential for year-round opportunities. The compensation package is competitive, offering hourly wages that vary by location, alongside performance-based bonuses, equity rewards, and comprehensive benefits. Intuit supports diversity, equity, and inclusion in the workplace, conducting regular pay equity analyses to ensure fairness across all employee demographics.
Joining Intuit as a Tax Associate means being part of a company that values entrepreneurial spirit, community connection, and professional growth, all while delivering trusted financial solutions to a broad customer base. The role provides the chance to make a meaningful impact on customers’ financial wellbeing and to develop your own business within a well-established, supportive company environment. If you are a licensed tax professional with a passion for client service and community engagement, this position offers you a unique platform to thrive during tax season.
The role of Tax Associate - TurboTax Store at Intuit presents an exciting opportunity to join a dynamic and entrepreneurial team during the tax season at one of the new TurboTax retail locations across the U.S. This seasonal position involves working on-site in a retail environment where individuals act as proactive community ambassadors, tax experts, and trusted advisors. The Tax Associate is not only responsible for delivering expert tax preparation services using TurboTax products but also for growing the TurboTax client base through active community engagement and personalized customer service.
In this role, you will leverage TurboTax marketing support and advanced tax software to empower clients with comprehensive tax advice, deductions optimization, and tax planning strategies while fostering trust and long-term relationships. Serving customers both in-person and virtually, you will use your knowledge of tax laws and professional preparation software to handle simple to complex tax situations, including personal and business income reporting, amendments, and minimizing tax liabilities. Your role involves facilitating discovery sessions to uncover potential deductions and providing clear, personalized explanations using accessible language that alleviates the stress associated with tax filing.
The position emphasizes a customer-centric approach, requiring exceptional interpersonal skills and a genuine passion for helping customers achieve their financial goals—whether saving for retirement, education, or major life events. As a Tax Associate, you will also represent TurboTax at local events and marketing activities, helping to make tax topics approachable while contributing to building a strong presence for TurboTax within the local community.
This role requires flexibility and a commitment to working onsite with varying schedules, typically a minimum of 20 hours per week during the tax season, including weekends, with the potential for year-round opportunities. The compensation package is competitive, offering hourly wages that vary by location, alongside performance-based bonuses, equity rewards, and comprehensive benefits. Intuit supports diversity, equity, and inclusion in the workplace, conducting regular pay equity analyses to ensure fairness across all employee demographics.
Joining Intuit as a Tax Associate means being part of a company that values entrepreneurial spirit, community connection, and professional growth, all while delivering trusted financial solutions to a broad customer base. The role provides the chance to make a meaningful impact on customers’ financial wellbeing and to develop your own business within a well-established, supportive company environment. If you are a licensed tax professional with a passion for client service and community engagement, this position offers you a unique platform to thrive during tax season.
Job Requirements
- must reside within the United States
- must possess or be able to obtain related state licenses, certificates, permits, or bonds
- must have an active preparer tax identification number (PTIN)
- must have a minimum of 3 years of paid tax preparation experience filing 50 or more federal and state individual 1040 returns per season
- must be comfortable working onsite at TurboTax retail or flagship locations
- must be willing to work a minimum of 20 hours per week including weekends
- must be willing to wear a TurboTax uniform
- must be willing to work in a front-facing retail environment
Job Qualifications
- possess active and unrestricted credentials such as EA, CPA, or practicing attorney with tax preparation experience
- have an active preparer tax identification number (PTIN)
- able to obtain required 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 season
- familiarity with Circular 230
- comfortable working onsite at a TurboTax location
- interest in building a local and online social presence
- bilingual English/Spanish communication skills are a plus
- experience in holistic tax advisory services beyond filing
- 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 and serve as a public face of TurboTax
- engage with new prospects, nurture leads, and convert prospects into long-term clients
- lead local events with TurboTax support and participate in local marketing
- provide hands-on tax advice and complete preparation services, handling simple to complex tax situations
- facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and advise on future tax planning
- utilize resources such as government websites and professional tools to deliver accurate tax solutions
- create an exceptional customer experience with professionalism and genuine interest
- connect with clients to build long-term trust and loyalty
- interact with customers in-person and virtually using video communication tools
- address client inquiries and help overcome tax-related challenges
Job Criteria
Experience
No experience required
Job Location
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