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Tax Associate – In-Store

Job Overview

briefcase

Employment Type

Seasonal
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Compensation

Hourly
Range $24.50 - $28.50
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Benefits

competitive pay
Cash bonus
Equity rewards
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan

Job Description

Intuit is a leading financial software company that has revolutionized the way individuals and businesses manage their finances. With a strong commitment to innovation and customer-centric solutions, Intuit develops products that empower people to easily navigate their financial lives. Known primarily for flagship products like TurboTax, QuickBooks, and Mint, the company has built a trusted reputation as a pioneer in creating technology that simplifies complex financial processes while delivering a personalized user experience. Intuit's mission to Power Prosperity Around the World drives its ongoing commitment to leveraging technology to help customers save time and money while achieving their financial goals. The company fosters a culture of innovation, collaboration, and community engagement, employing a diverse workforce dedicated to making a difference in people's lives.

Intuit is currently seeking highly motivated and entrepreneurial individuals to join its dynamic team as Tax Associates at the TurboTax Store locations across the United States on a seasonal or year-round basis. This role is an exciting opportunity for tax professionals who are passionate about community engagement, client relationship building, and providing comprehensive tax services leveraging TurboTax's cutting-edge software and marketing support. As a Tax Associate, you will serve as a vital connection between TurboTax and the local community, acting as a trusted advisor who helps customers navigate various tax complexities while driving customer loyalty and growing the client base. This position requires onsite presence at TurboTax retail or flagship stores and offers flexibility in scheduling to fit your availability and career goals.

In this role, you will engage directly with customers both in-person and virtually by utilizing state-of-the-art video communication tools. You will provide thorough tax return preparation services for simple to complex tax situations, including personal and business income reporting, deductions optimization, amendments, and future tax planning advice. Your expertise will be critical in conducting discovery sessions to uncover every applicable deduction, minimize tax liabilities, and maximize refunds for your clients. By leveraging professional tools, government resources, and ongoing team expertise, you will deliver exceptional tax solutions communicated in clear, accessible language to reduce the common stress associated with tax season.

The Tax Associate role goes beyond traditional tax preparation. You will be a proactive community ambassador, actively representing TurboTax at local events, conducting outreach to convert prospects into loyal clients, and making tax topics approachable and understandable. This entrepreneurial role requires a hands-on approach to building and nurturing a client portfolio, coupled with an enthusiastic passion for empowering customers and creating a lasting impact in your community. Intuit supports this mission with robust marketing resources as well as opportunities for social media engagement, content creation, and local event leadership.

This nonexempt position requires a minimum commitment of 20 hours per week onsite, with hours scaling during peak demand periods, including weekends and evenings. Intuit offers competitive pay based on location and experience, along with performance bonuses, equity rewards, and comprehensive benefits. Tax Associates must possess valid professional credentials—such as Enrolled Agent (EA), Certified Public Accountant (CPA), or experience as a Practicing Attorney with strong tax preparation knowledge—and maintain all necessary licenses and Preparer Tax Identification Numbers (PTIN). Bilingual skills, especially English and Spanish, are a plus and can enhance community engagement efforts.

Joining Intuit as a Tax Associate at TurboTax Store means becoming part of a vibrant team dedicated to helping customers achieve financial prosperity through expert tax support and community involvement. It is an opportunity to grow professionally in a forward-thinking company while making meaningful contributions to your community’s financial well-being.

Job Requirements

  • Must reside within the United States
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • 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 are subject to change and will likely scale up during periods of peak customer demand
  • Must possess active, unrestricted credentials such as EA, CPA, or be a practicing attorney with strong tax preparation experience
  • Must 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
  • Familiarity with Circular 230
  • Must be entrepreneurial and self-driven with a business ownership mindset
  • Exceptional customer service skills, high empathy, and a friendly, professional demeanor
  • Proficient with technology, including tax preparation software and CRM/sales tools
  • 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: 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
  • 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
  • Must be willing to 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
  • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (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 (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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