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Tax Professional – Retail

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

Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Professional Development

Job Description

Intuit is a renowned financial software company dedicated to powering prosperity around the world by providing innovative tax solutions and financial tools. Known for its flagship products such as TurboTax, QuickBooks, and Mint, Intuit serves millions of customers annually, empowering individuals, small businesses, and accounting professionals to manage their finances with confidence. TurboTax, in particular, is widely recognized as a leading tax preparation software that simplifies the complex tax filing process, helping users maximize their returns while staying compliant with tax laws.

Intuit operates a network of physical TurboTax Stores across various locations in the United States. These TurboTax Stores serve as local hubs where customers can receive in-person tax assistance, expert advice, and personalized support. The company is currently seeking motivated individuals to join its team as Tax Associates within these stores, primarily on a seasonal basis. This role offers a unique blend of tax expertise, community engagement, and entrepreneurial opportunity, making it an attractive position for professionals passionate about customer service and tax preparation.

As a Tax Associate at a TurboTax Store, you will be the face of TurboTax in your local community. Your primary responsibility is to attract new customers and build long-term relationships by providing trusted tax advice and comprehensive tax preparation services. You will work both in-person at the store and virtually, leveraging Intuit's state-of-the-art TurboTax software and communication tools to assist clients. The position is designed to help TurboTax expand its client base while helping customers navigate their tax situations effectively.

Tax Associates play a proactive role in community engagement, representing TurboTax at local events, nurturing leads, and converting prospects into long-term clients. You will deliver expert tax preparation services covering a range of scenarios from simple individual returns to complex business income situations. Your expertise will help clients optimize deductions, minimize tax liabilities, and plan for future financial goals such as retirement, education, or large life events.

The role requires a minimum commitment of 20 hours per week, with flexibility to work throughout the week including weekends. While primarily seasonal, year-round opportunities may also be available depending on the location and community needs. Intuit values entrepreneurial spirit and encourages Tax Associates to build their presence locally and online, creating tax-related content and engaging with the community to foster trust and loyalty.

Competitive compensation is offered, with pay varying by location and experience level. In addition to hourly wages ranging from approximately $22.00 to $28.50 per hour depending on the state, Tax Associates may be eligible for cash bonuses, equity rewards, and a range of benefits. Intuit emphasizes pay equity and conducts regular reviews to maintain fairness across gender and ethnicity.

This role is ideal for experienced tax professionals such as Enrolled Agents (EA), Certified Public Accountants (CPA), or practicing attorneys with a strong background in tax law and preparation. Candidates are expected to hold an active Preparer Tax Identification Number (PTIN) and any necessary state-level licenses or certifications. Excellent customer service skills, technological proficiency, and the ability to work in a dynamic retail environment are essential qualities for success in this position.

By joining Intuit as a Tax Associate in a TurboTax Store, you will become part of a mission-driven team committed to empowering customers and communities through expert tax services and innovative financial solutions. This role offers a rewarding career path with opportunities for personal growth, community impact, and financial success within one of the most respected companies in the financial technology industry.

Job Requirements

  • Must reside within the United States
  • Must possess or obtain related State licenses, certificates, permits, or bonds
  • Must be willing to work a minimum of 20 hours per week including weekends
  • Must have strong communication and customer service skills
  • Must be proficient with technology including tax software and CRM tools
  • Must be entrepreneurial and self-driven
  • Must comply with Intuit's policies

Job Qualifications

  • Possess active, unrestricted credentials such as EA, CPA, or Practicing Attorney with tax experience
  • Have an active Preparer Tax Identification Number (PTIN)
  • Minimum of 3 years filing 50+ federal and state individual 1040 returns using professional software
  • Familiarity with Circular 230 tax regulations
  • Comfortable working onsite at a TurboTax location
  • Interest in community engagement and social media presence
  • Bilingual English/Spanish skills a plus
  • Experience in holistic tax advisory services
  • Willing to wear a TurboTax uniform and work in a retail environment

Job Duties

  • Represent TurboTax proactively in the local community
  • Engage with new prospects and nurture leads converting them to clients
  • Lead local marketing events and make taxes approachable
  • Provide hands-on tax advice and prepare tax returns for simple to complex situations
  • Conduct discovery sessions to uncover deductions and minimize liabilities
  • Deliver exceptional customer service building long-term client relationships
  • Assist customers using both in-person and virtual communication tools

Job Criteria

Experience

Mid Level (3-7 years)


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