
Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $24.50 - $28.50
Benefits
competitive compensation
Cash bonus
Equity rewards
Health Insurance
Dental Insurance
Paid Time Off
Career development opportunities
Job Description
Intuit is a leading financial software company dedicated to powering prosperity around the world by helping customers manage their financial lives with confidence. Among its many renowned products, TurboTax stands as one of the most trusted tax preparation software solutions available in the market today. As Intuit continues to expand its physical presence across the United States, it is seeking highly motivated individuals to join its dynamic team as Tax Associates at new TurboTax Store locations. These roles are designed to serve on a seasonal or year-round basis, embedded within communities to create impactful, personal, and reliable tax services. Intuit’s commitment to innovation and customer success makes it an ideal workplace for professionals who are passionate about finance, technology, and community engagement.
The Tax Associate - TurboTax Store role is unique in many ways, distinctively blending tax expertise with entrepreneurial spirit and community outreach. This role involves working on-site at one of TurboTax’s retail or flagship store locations, and is central to TurboTax’s growth strategy of fostering strong client relationships locally. These associates act as proactive ambassadors for TurboTax, engaging with new prospects and nurturing leads to transform one-time users into loyal, long-term customers. Using TurboTax’s advanced software solutions and marketing tools, Tax Associates empower individuals and small businesses to navigate complex tax situations with confidence and ease.
A Tax Associate’s day-to-day responsibilities are multifaceted and customer-centric. They provide comprehensive tax preparation services that range from simple individual tax filings to more complex cases involving business income and deductions optimization. Through personalized discovery sessions and tax consultations, they identify opportunities for tax savings, advise on amendments, and offer future tax planning strategies. By leveraging professional resources and staying abreast of the latest tax laws and regulatory updates, Tax Associates ensure accuracy and compliance while communicating in clear and accessible language.
In addition to delivering expert tax solutions, Tax Associates are tasked with creating an exceptional customer experience focused on trust, professionalism, and genuine care. They connect with clients to help them reach their broader financial goals, such as planning for retirement, education funds, weddings, or other major life events. Furthermore, Tax Associates engage customers both in person and virtually, utilizing Intuit’s innovative video communication technology to expand accessibility and service flexibility. This role requires a strong commitment to being the friendly, expert face of TurboTax locally, including participation in marketing efforts and leading community events to make taxes approachable and understandable.
This position offers a competitive compensation package tailored to different states, reflecting market standards and recognizing individual performance. Associates are eligible for cash bonuses, equity rewards, and an array of benefits that support their professional and personal well-being. In addition to financial remuneration, TurboTax associates enjoy opportunities for career development, including flexible work schedules and a supportive, fast-paced work environment. Intuit values diversity, inclusivity, and continual learning, fostering a culture where associates can thrive while making a difference in their communities. The Tax Associate role at TurboTax Store is ideal for professionals with a passion for tax expertise, client service, and community engagement who seek a fulfilling and impactful seasonal or long-term career opportunity.
The Tax Associate - TurboTax Store role is unique in many ways, distinctively blending tax expertise with entrepreneurial spirit and community outreach. This role involves working on-site at one of TurboTax’s retail or flagship store locations, and is central to TurboTax’s growth strategy of fostering strong client relationships locally. These associates act as proactive ambassadors for TurboTax, engaging with new prospects and nurturing leads to transform one-time users into loyal, long-term customers. Using TurboTax’s advanced software solutions and marketing tools, Tax Associates empower individuals and small businesses to navigate complex tax situations with confidence and ease.
A Tax Associate’s day-to-day responsibilities are multifaceted and customer-centric. They provide comprehensive tax preparation services that range from simple individual tax filings to more complex cases involving business income and deductions optimization. Through personalized discovery sessions and tax consultations, they identify opportunities for tax savings, advise on amendments, and offer future tax planning strategies. By leveraging professional resources and staying abreast of the latest tax laws and regulatory updates, Tax Associates ensure accuracy and compliance while communicating in clear and accessible language.
In addition to delivering expert tax solutions, Tax Associates are tasked with creating an exceptional customer experience focused on trust, professionalism, and genuine care. They connect with clients to help them reach their broader financial goals, such as planning for retirement, education funds, weddings, or other major life events. Furthermore, Tax Associates engage customers both in person and virtually, utilizing Intuit’s innovative video communication technology to expand accessibility and service flexibility. This role requires a strong commitment to being the friendly, expert face of TurboTax locally, including participation in marketing efforts and leading community events to make taxes approachable and understandable.
This position offers a competitive compensation package tailored to different states, reflecting market standards and recognizing individual performance. Associates are eligible for cash bonuses, equity rewards, and an array of benefits that support their professional and personal well-being. In addition to financial remuneration, TurboTax associates enjoy opportunities for career development, including flexible work schedules and a supportive, fast-paced work environment. Intuit values diversity, inclusivity, and continual learning, fostering a culture where associates can thrive while making a difference in their communities. The Tax Associate role at TurboTax Store is ideal for professionals with a passion for tax expertise, client service, and community engagement who seek a fulfilling and impactful seasonal or long-term career opportunity.
Job Requirements
- Must reside within the United States
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Education and credentials as a Certified Public Accountant, Enrolled Agent, or Practicing Attorney
- Active Preparer Tax Identification Number (PTIN)
- Minimum 3 years experience filing 50 or more federal and state individual 1040 tax returns using professional tax preparation software
- Familiarity with Circular 230
- Ability to work onsite at TurboTax retail or flagship location for minimum 20 hours per week including weekends
- Willingness to wear TurboTax uniform
- Comfortable working in a front facing retail environment
- Passion for educating and empowering customers on tax-related topics
- Strong interpersonal, verbal, and written communication skills
- Proficient with tax preparation software and CRM/sales tools
- Entrepreneurial mindset with business ownership approach
- Bilingual English/Spanish communication skills a plus
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
- Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
- 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 such as 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 such as 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
Job Location
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