Tax Associate - TurboTax Store

Intuit is a leading financial software company known for its innovative products that help individuals, small businesses, and accountants manage their financial lives with ease and confidence. As a trusted name in the industry, Intuit’s mission is to "Power Prosperity Around the World" by delivering cutting-edge solutions like TurboTax, QuickBooks, and Mint. The company fosters a culture of inclusivity, entrepreneurship, and customer focus, continuously striving to simplify complex financial tasks through technology and expert guidance. Intuit’s TurboTax Store is a retail concept that allows customers to access personalized tax help in a welcoming, face-to-face environment supported by state-of-the-art technology and software.

The Tax Associate role at TurboTax Store is an exciting seasonal and year-round opportunity based in various locations across the United States. This on-site position is perfect for individuals passionate about tax preparation, financial empowerment, and community engagement. The Tax Associate combines tax expertise with entrepreneurial spirit to serve as both a trusted advisor and proactive business developer in their local area. Working from a TurboTax retail location, associates build meaningful, long-term relationships with customers by providing expert tax advice, conducting thorough tax return preparation, and supporting clients through both in-person and virtual consultations.

In this role, Tax Associates engage deeply with local communities by acting as ambassadors for TurboTax, hosting local events, delivering outreach, and making taxes approachable and stress-free for customers. They utilize TurboTax marketing resources and a powerful software platform to optimize customer outcomes, identify tax deductions, minimize liabilities, and maximize refunds. Associates also provide holistic tax advisory services that go beyond filing, helping clients with future tax planning aligned with financial goals such as saving for retirement, education, or significant life events.

The position emphasizes delivering exceptional customer experiences, requiring strong interpersonal skills, empathy, and professionalism. Tax Associates must be agile, self-motivated, and comfortable navigating fast-paced retail environments. The ability to connect personally with customers and create lasting loyalty is essential, and associates often serve as the local face of TurboTax to help grow market presence.

To qualify, candidates must hold active, unrestricted credentials such as EA (Enrolled Agent), CPA (Certified Public Accountant), or be a practicing attorney with robust tax preparation experience. Candidates need to have an active Preparer Tax Identification Number (PTIN), comply with any relevant state licensing rules, and ideally have a minimum of three years of experience handling over 50 federal and state individual 1040 tax returns per season using professional tax software. Familiarity with Circular 230 and bilingual skills (English/Spanish) are valued assets.

This opportunity offers competitive compensation with pay-for-performance rewards, including base pay and potential bonuses, equity rewards, and comprehensive benefits. Base pay varies by location, reflecting local market conditions, with rates typically between $22 and $28.50 per hour. TurboTax Tax Associates enjoy the chance to earn additional incentives while building their professional reputation within their communities.

In summary, this seasonal or year-round Tax Associate role at TurboTax Store delivers a rare combination of tax professionalism, community involvement, and business ownership mindset. It suits motivated individuals who want to empower customers, deepen financial literacy, and grow their tax preparation practice in a supportive, branded environment. Tax Associates are central to TurboTax’s commitment to simplifying taxes and fostering prosperity, making this a rewarding and impactful position for experienced tax professionals seeking meaningful work with flexible scheduling options.