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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

competitive pay
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
retirement plans
Employee Discounts

Job Description

Intuit is a leading global technology company known for its innovative financial software products, including TurboTax, QuickBooks, and Mint. Founded with a mission of powering prosperity around the world, Intuit serves millions of customers by simplifying complex financial processes and making financial management accessible to people from all walks of life. With a strong commitment to community engagement and customer success, Intuit continually invests in cutting-edge technology and talent to help individuals and small businesses thrive financially.

TurboTax, one of Intuit's flagship products, is a premier tax preparation software designed to help customers easily and accurately file their tax returns, maximizing their refunds and ensuring compliance with tax laws. To further expand TurboTax's impact, Intuit is expanding its in-person presence by opening new TurboTax Store locations across the United States, seeking passionate Tax Associates to join their seasonal and year-round teams.

The role of Tax Associate - TurboTax Store offers a unique blend of tax expertise, entrepreneurial spirit, and community involvement. This position is ideal for experienced tax professionals eager to work directly with customers, both in-person and virtually, providing hands-on tax preparation and advisory services using TurboTax products. Tax Associates will serve as trusted financial advisors, guiding clients through complex tax situations, helping optimize deductions, and offering future tax planning advice tailored to individual needs.

This opportunity is not just a job but a chance to build a thriving local business supported by Intuit's brand and technology. Tax Associates act as proactive community ambassadors, representing TurboTax at local events, engaging with prospects, nurturing leads, and converting them into long-term clients. They will build lasting relationships by offering exceptional customer service with empathy and professionalism, empowering customers to achieve their financial goals such as saving for retirement, college, weddings, or vacations.

The position requires onsite presence at TurboTax retail or flagship locations across multiple states in the U.S., with flexible scheduling options during tax season and potential year-round engagement. Intuit provides marketing support, software tools, and resources to help Tax Associates develop their customer base and grow their personal brand in the community. Candidates should be comfortable working in a front-facing retail environment, willing to wear a TurboTax uniform, and enthusiastic about using social media and local outreach to educate the community on tax matters.

Compensation is competitive, with base pay varying by location and eligibility for cash bonuses, equity rewards, and benefits according to Intuit programs. Intuit values diversity and conducts regular pay equity assessments to ensure fair compensation. This role suits motivated tax professionals who are licensed, experienced, and passionate about serving customers while expanding Intuit's reach in local communities.

Job Requirements

  • Must reside in the United States
  • Possess or be able to obtain any required state licenses or permits
  • Have an active Preparer Tax Identification Number
  • Minimum 3 years tax preparation experience filing 50+ federal and state 1040 returns
  • Must be comfortable working onsite at TurboTax locations
  • Must work minimum 20 hours per week including weekends
  • Passion for empowering customers and community engagement
  • Entrepreneurial mindset and customer service orientation

Job Qualifications

  • Possess active, unrestricted credentials such as EA, CPA, or practicing attorney with tax experience
  • Hold an active Preparer Tax Identification Number (PTIN)
  • Ability to obtain any required state licenses or permits
  • Minimum of 3 years filing 50+ federal and state 1040 returns per season using tax software
  • Familiarity with Circular 230
  • Comfortable working onsite in a retail or flagship location
  • Strong interest in building local and online social presence
  • Bilingual English/Spanish communication skills are a plus
  • Experience in holistic tax advisory services
  • Willingness to wear a uniform and work in front-facing retail environment
  • Strong verbal and written communication skills
  • Proficient with technology and CRM tools

Job Duties

  • Represent TurboTax proactively in the community
  • Engage new prospects and nurture leads to convert them into long-term clients
  • Lead local marketing events and outreach initiatives
  • Provide hands-on tax preparation and advisory services for complex tax situations
  • Conduct tax reviews to identify deductions and optimize refunds
  • Deliver exceptional and empathetic customer service both in-person and virtually
  • Use TurboTax tools and resources to ensure accurate and personalized tax filings

Job Criteria

Experience

No experience required


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