
Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $25.50 - $28.50
Benefits
competitive compensation
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Employee Discounts
Career development opportunities
Job Description
Intuit is a leading financial software company best known for its TurboTax product, designed to simplify tax preparation for millions of individuals and businesses. Intuit's mission is "Powering Prosperity Around the World," driving innovative products and services that empower customers to take control of their financial lives. With a strong presence across the United States, Intuit continues to innovate in the tax preparation and financial management space by combining technology and human expertise. The company fosters a collaborative and inclusive environment that values entrepreneurial spirit, community engagement, and a customer-first approach.
This opportunity is for talented individuals eager to join Intuit as Tax Associates in one of the new TurboTax Store locations nationwide. These positions are seasonal with potential for year-round work, requiring on-site presence to provide expert tax guidance and top-tier customer service. This role offers an exciting blend of tax expertise, community engagement, and sales-driven business growth, allowing associates to serve as local ambassadors for TurboTax. Employees will leverage TurboTax marketing support and software tools to attract new clients and build lasting relationships within their communities.
As a Tax Associate at a TurboTax Store, you will be the face of the brand in your area, helping individuals and small businesses navigate complex tax situations from start to finish. Your tax knowledge will help customers optimize deductions, minimize liabilities, and plan effectively for future financial goals. You will provide hands-on tax preparation services, offer personalized advice, and assist with both in-person and virtual client interactions using Intuit's state-of-the-art video communication tools. The role requires high emotional intelligence to connect with customers, demystifying tax complexities and alleviating their stress.
The position demands a proactive, entrepreneurial mindset as you manage your own customer portfolio within your locality. You will participate in local events, market TurboTax products, and engage with the community to raise awareness about tax-related opportunities while driving customer loyalty. Intuit offers competitive compensation including base pay, cash bonuses, equity rewards, and comprehensive benefits. The base pay varies by location—for instance, in New York the range is $25.50 - $28.50 per hour. Intuit also emphasizes pay equity and regularly reviews compensation to ensure fairness across gender and ethnicity categories.
This role suits individuals with unrestricted tax credentials such as EA, CPA or practicing attorneys experienced in tax preparation and advisory services. Tax Associates must have a Preparer Tax Identification Number (PTIN) and be able to acquire any necessary state licenses or permits. Flexibility in schedule is essential, with expectations for work onsite a minimum of 20 hours per week during periods of peak demand, including weekends. Bilingual skills and experience in holistic tax advisory are advantageous, enhancing your ability to connect with a diverse clientele.
In summary, joining Intuit as a Tax Associate in a TurboTax Store means becoming an essential community resource, empowering individuals to achieve financial prosperity through expert tax solutions and personalized support. You will build your own thriving business within an industry-leading company that values your expertise, entrepreneurial drive, and passion for helping others. This role is perfect for those who enjoy working in a fast-paced, customer-centric, and technologically advanced environment while making a meaningful impact in their communities.
This opportunity is for talented individuals eager to join Intuit as Tax Associates in one of the new TurboTax Store locations nationwide. These positions are seasonal with potential for year-round work, requiring on-site presence to provide expert tax guidance and top-tier customer service. This role offers an exciting blend of tax expertise, community engagement, and sales-driven business growth, allowing associates to serve as local ambassadors for TurboTax. Employees will leverage TurboTax marketing support and software tools to attract new clients and build lasting relationships within their communities.
As a Tax Associate at a TurboTax Store, you will be the face of the brand in your area, helping individuals and small businesses navigate complex tax situations from start to finish. Your tax knowledge will help customers optimize deductions, minimize liabilities, and plan effectively for future financial goals. You will provide hands-on tax preparation services, offer personalized advice, and assist with both in-person and virtual client interactions using Intuit's state-of-the-art video communication tools. The role requires high emotional intelligence to connect with customers, demystifying tax complexities and alleviating their stress.
The position demands a proactive, entrepreneurial mindset as you manage your own customer portfolio within your locality. You will participate in local events, market TurboTax products, and engage with the community to raise awareness about tax-related opportunities while driving customer loyalty. Intuit offers competitive compensation including base pay, cash bonuses, equity rewards, and comprehensive benefits. The base pay varies by location—for instance, in New York the range is $25.50 - $28.50 per hour. Intuit also emphasizes pay equity and regularly reviews compensation to ensure fairness across gender and ethnicity categories.
This role suits individuals with unrestricted tax credentials such as EA, CPA or practicing attorneys experienced in tax preparation and advisory services. Tax Associates must have a Preparer Tax Identification Number (PTIN) and be able to acquire any necessary state licenses or permits. Flexibility in schedule is essential, with expectations for work onsite a minimum of 20 hours per week during periods of peak demand, including weekends. Bilingual skills and experience in holistic tax advisory are advantageous, enhancing your ability to connect with a diverse clientele.
In summary, joining Intuit as a Tax Associate in a TurboTax Store means becoming an essential community resource, empowering individuals to achieve financial prosperity through expert tax solutions and personalized support. You will build your own thriving business within an industry-leading company that values your expertise, entrepreneurial drive, and passion for helping others. This role is perfect for those who enjoy working in a fast-paced, customer-centric, and technologically advanced environment while making a meaningful impact in their communities.
Job Requirements
- Must reside within the United States
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
- Operating hours are subject to change and will likely scale up during periods of peak customer demand
- Must have active, unrestricted credentials such as EA, CPA, or Practicing Attorney
- Must have an active Preparer Tax Identification Number (PTIN)
- 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
- Must be willing to wear a TurboTax uniform
- Must be willing to work in a front-facing retail environment
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
- 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
- Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)
- 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
- Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)
- 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
No experience required
Job Location
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