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Tax Support Associate – Retail

Job Overview

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Employment Type

Seasonal
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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 program
Equity rewards
competitive pay

Job Description

Intuit is a leading financial software company renowned for its dedication to empowering individuals and businesses to manage their finances with ease and confidence. With flagship products like TurboTax, QuickBooks, and Mint, Intuit has established itself as a trusted name in the financial technology sector. The company is committed to powering prosperity around the world by providing innovative tax preparation solutions and financial tools. Intuit continually strives to foster a positive impact in local communities through its products and services, making complex financial tasks accessible to everyone. The organization encourages entrepreneurial spirit, customer focus, and technological innovation as part of its core values.

The role of Tax Associate - TurboTax Store offers an exciting opportunity for motivated professionals to join Intuit's expanding team in seasonal or year-round capacities at one of the new TurboTax retail locations across the United States. This position harmonizes tax expertise with community engagement, tasking the associate with both assisting customers in navigating their tax obligations and growing the TurboTax client base within the local market. As a Tax Associate, the individual will serve as the trusted advisor for customers, leveraging TurboTax software and marketing resources to build a thriving business that enhances financial wellness for clients and contributes to TurboTax’s broader mission.

This role requires a strong on-site presence at a TurboTax location, where the associate interacts with customers punctually throughout their tax preparation journey, either in-person or virtually via state-of-the-art communication tools. The associate’s responsibilities include full-service tax return preparation encompassing simple to complex tax scenarios such as personal income, business income, deductions optimization, amendments, and future tax planning. The role demands a personalized customer service approach that addresses each client’s unique financial position with empathy and clarity to reduce stress and ensure optimal financial outcomes.

Additionally, the Tax Associate serves as a proactive community ambassador for TurboTax, engaging in local marketing efforts, hosting events, nurturing leads, and building long-lasting relationships that foster loyalty and trust. The role endorses an entrepreneurial mindset, encouraging associates to develop a personal brand within their community while creating accessible tax-related content and resources. Given that this is a frontline retail role, associates must be willing to represent the TurboTax brand professionally and wear the company uniform, working within flexible schedules that may include weekends to meet peak customer demand periods.

Working as a Tax Associate at Intuit offers competitive compensation with base pay varying by location, supplemented by bonuses, equity rewards, and comprehensive benefits. Intuit prioritizes pay equity and career development, making this role ideal for tax professionals keen to grow their expertise while positively impacting local communities and advancing their careers within a leading financial technology company.

Job Requirements

  • Must reside within the United States
  • 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
  • have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes
  • possess active, unrestricted credentials such as EA, CPA, or practicing attorney
  • familiarity with Circular 230
  • must be comfortable working onsite at a TurboTax retail or flagship location for a minimum of 20 hours per week, including some weekends
  • interest in building a local and online social presence as a Tax Associate
  • must be willing to wear a TurboTax uniform and 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
  • must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
  • 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
  • must be willing to 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


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