
Job Overview
Employment Type
Seasonal
Compensation
Hourly
Range $24.50 - $28.50
Benefits
competitive pay
Cash bonus
Equity rewards
Health Insurance
Dental Insurance
Paid Time Off
retirement savings plan
Job Description
Intuit is a leading financial software company dedicated to helping individuals, small businesses, and the self-employed achieve financial prosperity. Known for its flagship product TurboTax, Intuit specializes in providing innovative tax preparation and financial management solutions. With a strong commitment to empowering customers and communities, Intuit has been at the forefront of technological advancements in the financial services industry, supporting millions nationwide. Their vision to "Power Prosperity Around the World" reflects their passion for making financial processes straightforward, accessible, and effective for people from all walks of life.\n\nThis opportunity as a Tax Associate - TurboTax Store is a unique seasonal role located across various new TurboTax retail outlets throughout the United States. The position offers individuals a chance to combine their expertise in tax with entrepreneurial zeal and community-oriented outreach. As a Tax Associate, you will work onsite, engaging with customers both in-person and virtually, utilizing Intuit's state-of-the-art TurboTax software and communication tools. Your primary focus will be to attract new clients, nurture existing relationships, and provide comprehensive tax return preparation services that cater to diverse tax situations ranging from simple individual returns to complex personal and business filings.\n\nThe role demands not only technical knowledge but also the ability to connect with clients empathetically, delivering personalized advice and solutions that help maximize their financial outcomes. Whether through direct tax preparation, amendments, tax planning, or answering inquiries, you will serve as a trusted advisor, making taxation approachable and less stressful. Alongside your responsibilities, you will actively participate in community engagement activities, representing TurboTax locally, leading events, and creating tax-related content to educate and attract more clients.\n\nEmployment in this role can be seasonal or year-round based on business needs, with a minimum commitment of 20 hours per week. Intuit provides competitive pay between $22.00 and $28.50 per hour, varying by location, alongside performance-based bonuses, equity rewards, and additional benefits. The role requires working in a retail environment, wearing TurboTax branded attire, and maintaining a passionate, proactive attitude towards building customer loyalty and enhancing Intuit’s presence in the community. This combines the independence and entrepreneurial spirit of business ownership with the support and resources of a major financial software provider. The Tax Associate position is ideal for tax professionals seeking to leverage their expertise in a customer-centric, technology-driven environment that values both community impact and personal growth.
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
- Pass a background check
- Have valid authorization to work in the United States
- High school diploma or equivalent required
- Excellent communication and interpersonal skills
- Ability to work independently and manage multiple priorities in a fast-paced environment
- Proficient with technology, including tax preparation software and CRM/sales tools
- Willingness to wear a TurboTax uniform and work in a front facing retail environment
Job Qualifications
- Possess active, unrestricted credentials such as 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 by giving hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations including 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 by creating an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals such as saving for retirement, college funds, weddings, or vacations
- 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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