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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 compensation
Cash bonus
Equity awards
Health Insurance
Paid Time Off
Employee Discounts
Retirement Plan

Job Description

Intuit is a leading financial software company known widely for its TurboTax product, which simplifies tax preparation for individuals and small businesses across the United States. This hiring is for Tax Associates at new TurboTax Store locations nationwide, offering an exciting seasonal or year-round employment opportunity for motivated tax professionals. Intuit's mission, "Powering Prosperity Around the World," underlines its commitment to helping customers achieve financial success through innovative technology and personalized support.

The TurboTax Store Tax Associate role is designed for individuals with tax expertise and a passion for community engagement. Working on-site at a retail TurboTax Store, you will be the local face of TurboTax, actively building client relationships and increasing brand presence in your community. This role uniquely combines entrepreneurial spirit with tax advising skills, giving you the opportunity to foster long-term customer loyalty while leveraging TurboTax marketing tools and software. Customer interaction will be both in-person and virtual, facilitated by state-of-the-art video communication technology, allowing you to serve a broad client base with convenience and efficiency.

As a Tax Associate, your core responsibilities will include advising clients on tax strategies, preparing tax returns for simple and complex tax situations, and helping customers uncover deductions and tax credits to maximize their refunds. You will also provide education and guidance in a clear, approachable manner, easing the stress surrounding tax season. The role emphasizes both technical proficiency and exceptional customer service, aiming to create meaningful financial solutions that positively impact clients' lives and goals, such as saving for retirement, funding education, or planning special events.

The position is nonexempt and requires a minimum weekly commitment, including evenings and weekends, given the seasonal peak of tax filing activity. Flexibility in scheduling allows matching your availability, and Intuit supports your development through marketing resources and a collaborative community environment. Ongoing pay equity efforts ensure fair compensation practices, with competitive hourly wages varying by state and additional performance-based bonuses, equity awards, and benefits packages.

Job Requirements

  • Reside within the United States
  • Possess or obtain required State licenses, certificates, permits, or bonds
  • Willing to wear TurboTax uniform
  • Willing to work in a front-facing retail location
  • Must be available to work a minimum of 20 hours weekly including weekends
  • Demonstrated entrepreneurial mindset
  • Interest in building local and online social presence
  • Bilingual English/Spanish skills are a plus

Job Qualifications

  • Possess active credentials as an Enrolled Agent, CPA, or practicing attorney with tax experience
  • Have an active Preparer Tax Identification Number (PTIN)
  • Minimum 3 years of paid tax preparation experience filing 50 or more federal and state individual 1040 returns per season
  • Familiarity with Circular 230
  • Comfortable working onsite in a retail environment
  • Strong verbal and written communication skills
  • Proficient with tax software and CRM tools

Job Duties

  • Represent TurboTax proactively in the community
  • Engage with new prospects and nurture leads
  • Lead local marketing events and make taxes accessible
  • Provide hands-on tax advice and preparation
  • Conduct discovery sessions to identify deductions and plan future taxes
  • Deliver exceptional customer service both in-person and virtually
  • Address client inquiries and resolve tax challenges

Job Criteria

Experience

Mid Level (3-7 years)


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