
Job Overview
Employment Type
Part-time
Seasonal
Compensation
Hourly
Range $24.50 - $28.50
Benefits
competitive pay
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Job Description
Intuit is a leading financial software company that empowers individuals and small businesses to manage their finances, save time, and achieve financial prosperity. Known worldwide for its TurboTax product line, Intuit offers innovative solutions designed to simplify taxation and financial planning. The company is committed to powering prosperity around the world by delivering personalized, easy-to-use tools that meet the needs of millions of customers. Intuit’s emphasis on technology and community engagement allows it to maintain a strong connection with its users while continually improving tax-related services.
The position of Tax Associate - TurboTax Store is a unique opportunity offered by Intuit at various new TurboTax retail locations throughout the United States. This role is seasonal and also offers year-round opportunities depending on availability. It combines tax expertise with entrepreneurial spirit and community interaction, allowing Tax Associates to serve as trusted advisors within their local markets. As a Tax Associate, you will work on-site at a TurboTax location, engaging directly with customers to provide comprehensive tax return preparation, advice, and product support. Your efforts will help grow TurboTax’s client base by building long-lasting relationships and fostering customer loyalty within the community.
In this role, you will serve customers in-person and virtually using TurboTax’s cutting-edge communication technology. You will leverage the company's marketing support and software platform to build a successful business that benefits you and the community. By applying your tax knowledge across a variety of tax situations—from personal and business income to deductions optimization and amendments—you will empower customers to achieve positive financial outcomes. Your ability to understand unique client scenarios and communicate complex tax information clearly is essential in reducing the stress associated with filing taxes.
This position requires a strong presence at the physical TurboTax store location and entails participating in local marketing events and community outreach initiatives. You will act as a community ambassador, representing TurboTax enthusiastically at public events, nurturing leads, and converting prospects into loyal clients through proactive outreach. The role demands excellent interpersonal skills, tax expertise, and a passion for helping customers understand and manage their tax obligations effectively.
The expected pay range varies by state, with competitive hourly wages complemented by cash bonuses, equity rewards, and a comprehensive benefits package. Intuit values career development and alignment with employee availability, ensuring that schedules and assignments are mutually beneficial. If you are passionate about taxes, community interaction, and building a lasting business, this position provides an unmatched platform to thrive as part of a globally recognized brand.
The position of Tax Associate - TurboTax Store is a unique opportunity offered by Intuit at various new TurboTax retail locations throughout the United States. This role is seasonal and also offers year-round opportunities depending on availability. It combines tax expertise with entrepreneurial spirit and community interaction, allowing Tax Associates to serve as trusted advisors within their local markets. As a Tax Associate, you will work on-site at a TurboTax location, engaging directly with customers to provide comprehensive tax return preparation, advice, and product support. Your efforts will help grow TurboTax’s client base by building long-lasting relationships and fostering customer loyalty within the community.
In this role, you will serve customers in-person and virtually using TurboTax’s cutting-edge communication technology. You will leverage the company's marketing support and software platform to build a successful business that benefits you and the community. By applying your tax knowledge across a variety of tax situations—from personal and business income to deductions optimization and amendments—you will empower customers to achieve positive financial outcomes. Your ability to understand unique client scenarios and communicate complex tax information clearly is essential in reducing the stress associated with filing taxes.
This position requires a strong presence at the physical TurboTax store location and entails participating in local marketing events and community outreach initiatives. You will act as a community ambassador, representing TurboTax enthusiastically at public events, nurturing leads, and converting prospects into loyal clients through proactive outreach. The role demands excellent interpersonal skills, tax expertise, and a passion for helping customers understand and manage their tax obligations effectively.
The expected pay range varies by state, with competitive hourly wages complemented by cash bonuses, equity rewards, and a comprehensive benefits package. Intuit values career development and alignment with employee availability, ensuring that schedules and assignments are mutually beneficial. If you are passionate about taxes, community interaction, and building a lasting business, this position provides an unmatched platform to thrive as part of a globally recognized brand.
Job Requirements
- Must reside within the United States
- Must possess or be able to obtain any related state licenses, certificates, permits, or bonds
- Minimum high school diploma or equivalent
- Ability to work onsite at TurboTax locations
- Flexibility to work a minimum of 20 hours per week including weekends
- Strong technology skills including use of tax preparation software and CRM/sales tools
- Excellent communication skills
- Prior tax preparation experience
- Active PTIN
- Comfortable working in a retail environment
- Willingness to wear a uniform
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
- 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 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 TurboTax clients, handling 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
- 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
- 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
Mid Level (3-7 years)
Job Location
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