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Tax Preparer – In-Store

Job Overview

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Employment Type

Full-time
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Compensation

Hourly
Range $24.50 - $28.50
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Benefits

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

Job Description

Intuit is a leading technology company specializing in financial software solutions, with a mission of powering prosperity around the world. Known widely for its innovative TurboTax software, Intuit helps millions of people and businesses manage their finances, tax preparation, and accounting needs seamlessly. With a customer-centric approach and a strong commitment to innovation, Intuit continues to be a trusted name in the finance and tax preparation industry. The company has expanded its presence by opening physical TurboTax Store locations across the United States, creating new opportunities for tax professionals to engage directly with local communities through personalized customer service and expert tax advice.

The Tax Associate role at TurboTax Store offers a unique and rewarding opportunity for motivated individuals passionate about tax expertise and customer engagement. This role is seasonal and sometimes year-round, requiring candidates to work on-site at one of the TurboTax retail or flagship locations. The position focuses on delivering an exceptional customer experience by providing professional tax return preparation services, tax advice, and personalized solutions to both simple and complex tax situations. Tax Associates act as community ambassadors, representing TurboTax locally and helping customers navigate their tax challenges with confidence and ease. They are empowered with TurboTax marketing tools and software to build a strong client portfolio, nurture leads, and grow the TurboTax community in their region.

As a Tax Associate, you will interact with clients both in person and virtually, using state-of-the-art video communication tools to ensure access and convenience. Your responsibilities include leading local community events, participating in marketing efforts, and creating approachable, educational content to make the often-complicated tax process understandable for all customers. This role highlights the importance of developing long-term relationships with clients based on trust and expert advice, turning one-time transactions into loyal, multi-year engagements.

The position requires individuals with active credentials such as Enrolled Agent (EA), Certified Public Accountant (CPA), or practicing attorneys with strong tax preparation capabilities. Candidates must have a minimum of three years of paid experience preparing a significant volume of federal and state individual tax returns using professional tax software. Familiarity with Circular 230 and a valid Preparer Tax Identification Number (PTIN) is essential. Additionally, associates must be willing to work flexible hours, including weekends, and maintain a professional appearance by wearing a TurboTax uniform.

Compensation is competitive and performance-based, with hourly pay ranges that vary according to geographic location, ensuring fair pay equity. For example, hourly wages in California range from $25.50 to $28.50, while in Minnesota, the range is $22.00 to $24.50. Intuit also offers bonuses, equity rewards, and comprehensive benefits packages, reinforcing its commitment to employee growth and satisfaction.

This role is ideal for professionals who are entrepreneurial, community-focused, and passionate about empowering customers through personalized service. If you thrive in a fast-paced, client-centered environment and want to be part of a leading company with a strong culture of innovation and integrity, the Tax Associate position at TurboTax Store is an excellent career opportunity to consider.

Job Requirements

  • Must reside in the United States
  • Must possess or be able to obtain related state licenses, certificates, permits, or bonds
  • Comfortable working onsite at a TurboTax location
  • Willing to work a minimum of 20 hours per week including weekends
  • Ability to wear a TurboTax uniform
  • Willing to work in a front-facing retail environment
  • Interest in building local and online social presence as a Tax Associate

Job Qualifications

  • Active credentials as EA, CPA, or practicing attorney
  • Active Preparer Tax Identification Number (PTIN)
  • Minimum 3 years experience preparing 50 or more federal and state individual 1040 tax returns per season
  • Familiarity with Circular 230
  • Experience in holistic tax advisory services
  • Strong verbal and written communication skills
  • Proficient with tax software and CRM/sales tools

Job Duties

  • Represent TurboTax as a proactive community ambassador
  • Engage and convert new prospects into long-term clients
  • Lead local events and participate in marketing efforts
  • Provide comprehensive tax preparation and expert tax advice
  • Conduct discovery sessions to optimize deductions and tax planning
  • Deliver exceptional customer service and build lasting relationships
  • Utilize technology for in-person and virtual client interactions

Job Criteria

Experience

No experience required


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