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Tax Associate – In-Store

Job Overview

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Employment Type

Seasonal
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Compensation

Hourly
Range $24.50 - $28.50
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Cash bonus
Equity rewards
Retirement Plan
Employee Discounts

Job Description

Intuit is a leading financial software company dedicated to powering prosperity around the world. Known primarily for its flagship products such as TurboTax, QuickBooks, and Mint, Intuit has been empowering individuals, small businesses, and the self-employed to manage their finances with confidence since its founding. With a strong commitment to innovation and customer success, Intuit combines advanced technology with personalized support to simplify complex financial challenges. The company operates in multiple locations across the United States and offers both seasonal and year-long employment opportunities, making it an excellent choice for anyone passionate about financial services and community engagement.

The role of Tax Associate at TurboTax Store represents a unique blend of tax expertise, entrepreneurial spirit, and community involvement. This position is designed for motivated tax professionals who want to be at the forefront of helping customers navigate their tax needs in a retail and virtual environment. Working on-site at TurboTax stores across the country, the Tax Associate serves as a trusted advisor who not only prepares tax returns but also builds lasting relationships with clients in their local communities. As a Tax Associate, you will leverage TurboTax's powerful marketing tools and software to attract new customers, deliver expert tax advice, and provide a top-tier customer experience. This is a nonexempt role that requires at least 20 hours per week on-site, with schedules that accommodate peak demand seasons.

Your day-to-day responsibilities involve engaging customers both in-person and virtually, ensuring their individual tax situations are handled with accuracy and care. You will offer hands-on tax preparation services for a variety of tax scenarios, including personal and business income, deduction optimization, amendments, and tax planning. Your expertise will help clients minimize their tax liabilities and maximize refunds, while also uncovering opportunities for future tax savings. As a key community ambassador for TurboTax, you will participate in local marketing initiatives, lead events, and create educational content that makes the often complicated topic of taxes approachable and accessible.

The ideal candidate will have active professional credentials such as EA (Enrolled Agent), CPA (Certified Public Accountant), or be a practicing attorney with strong tax preparation experience. The role requires familiarity with relevant tax laws and regulations, including Circular 230, and a minimum of three years filing 50 or more individual federal and state 1040 tax returns per season using professional tax software. Candidates should be comfortable working in a fast-paced, front-facing retail environment, wearing the TurboTax uniform, and engaging with clients in a friendly, professional manner. Bilingual skills in English and Spanish are a plus, as is a passion for community outreach and building an online social presence related to tax education.

Intuit offers a competitive compensation package based on performance, job knowledge, skills, and location. Pay ranges vary by state, typically between $22.00 and $28.50 per hour. Additional rewards include cash bonuses, equity incentives, and a comprehensive benefits package. The company promotes pay equity by conducting regular reviews across ethnicity and gender lines. This position not only offers the chance to grow your career in tax advisory but also empowers you to make a meaningful impact in your community through financial empowerment.

Job Requirements

  • Must reside within the United States
  • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds
  • Must possess active credentials such as EA, CPA, or attorney
  • Must have an active PTIN
  • Minimum of 3 years filing 50 or more individual 1040 tax returns per season
  • Familiarity with Circular 230
  • Must be willing to work onsite at a TurboTax location for at least 20 hours per week
  • Must be willing to wear a TurboTax uniform
  • Must be able to work in a front-facing retail environment

Job Qualifications

  • Possess active, unrestricted credentials such as EA, CPA, or practicing attorney with strong tax preparation experience
  • Have an active Preparer Tax Identification Number (PTIN) as required by law
  • Familiarity with Circular 230
  • 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
  • Comfortable working onsite at a TurboTax retail or flagship location
  • Interest in building a local and online social presence as a Tax Associate
  • Bilingual English/Spanish communication skills are a plus
  • Experience in holistic tax advisory services beyond tax filing
  • Willingness 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 simple to complex tax situations
  • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice
  • Deliver a best in class customer experience by creating an exceptional customer service environment, connecting with clients to build long-term trust, interacting with customers in-person and virtually, and addressing tax-related inquiries effectively

Job Criteria

Experience

No experience required


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