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Tax Support Associate – Retail

Job Overview

briefcase

Employment Type

Seasonal
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Compensation

Hourly
Range $24.50 - $28.50
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Benefits

competitive compensation
Cash bonus
Equity rewards
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan

Job Description

Intuit is a leading financial software company committed to powering prosperity around the world. Known for its innovative products like TurboTax, QuickBooks, and Mint, Intuit enables millions of individuals and businesses to manage their finances with simplicity and confidence. The company fosters a collaborative, entrepreneurial culture that encourages employees to bring their best ideas forward and make a positive impact in their communities. As a trusted leader in financial technology, Intuit continuously strives to deliver meaningful experiences and solutions that help people achieve financial freedom and success.

The current opportunity at Intuit is for a Tax Associate - TurboTax Store, a highly engaging and impactful role designed for motivated professionals with tax expertise who want to contribute to their local communities while advancing their careers. This position is available on a seasonal basis with some year-round opportunities, offering flexibility in scheduling to meet personal and professional goals. Working from one of TurboTax's on-site retail locations, the Tax Associate serves both in-person and virtual clients using Intuit's state-of-the-art software and communication tools.

As a Tax Associate, your primary mission is to act as a proactive community ambassador and trusted advisor who helps clients navigate their tax filing and planning needs. This role involves building and nurturing strong relationships with new and existing customers through outreach, local event participation, and personalized service. You will leverage your deep knowledge of tax laws and preparation technical skills to provide full-service tax return assistance spanning simple to complex situations including personal and business income, deductions optimization, amendments, and comprehensive tax planning advice.

The role emphasizes exceptional customer experiences achieved through professionalism, empathy, and a genuine desire to help clients meet their financial goals, such as saving for retirement, college funds, weddings, or vacations. Demonstrating understanding of each customer’s unique situation and presenting tax information clearly and accessibly is critical to reducing client stress and creating long-lasting loyalty.

Candidates for this position must hold active, unrestricted credentials such as Enrolled Agent (EA), Certified Public Accountant (CPA), or be a practicing attorney with strong tax expertise. Having an active Preparer Tax Identification Number (PTIN) and the ability to obtain any required state licenses or permits is mandatory. The ideal candidate brings at least three years of paid professional tax preparation experience, preparing fifty or more federal and state individual tax returns per season, along with familiarity with Circular 230 regulations.

Intuit offers a competitive compensation package that includes base pay with performance-based rewards, potential cash bonuses, equity incentives, and benefits. Pay rates vary by location, exemplified by ranges between $22.00 and $28.50 per hour depending on state. The role requires a minimum commitment of 20 hours weekly onsite at a TurboTax retail or flagship store, with flexible scheduling to accommodate peak demand periods.

This exciting Tax Associate position is ideal for entrepreneurial individuals passionate about their local community and eager to grow a thriving client portfolio. Responsibilities include using TurboTax marketing support to foster community engagement, leading tax-related events, and sharing accessible educational content and resources. Strong communication skills, technology proficiency, and a service-oriented attitude are essential.

In summary, joining Intuit as a Tax Associate at TurboTax stores means becoming part of a reputable company that values expertise, community involvement, and customer success. You will develop professionally while making meaningful contributions to the financial well-being of individuals and families in your community through trusted tax advisory and preparation services, all within a supportive and forward-thinking work environment.

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
  • Must be willing to work a minimum of 20 hours per week, with possible schedule scaling during peak periods
  • Must be willing to wear a TurboTax uniform
  • Must be willing to work in a front-facing retail environment
  • Must have an active Preparer Tax Identification Number (PTIN)

Job Qualifications

  • Possess active, unrestricted credentials such as EA, CPA, or practicing attorney
  • Have an active Preparer Tax Identification Number (PTIN)
  • Possess or be able to obtain related state licenses, certificates, permits, or bonds
  • Minimum of 3 years of paid experience preparing 50 or more federal and state individual 1040 tax returns per season
  • Familiarity with Circular 230
  • Experience in holistic tax advisory services beyond filing
  • Strong verbal and written communication skills
  • Proficient with tax preparation software and CRM/sales tools

Job Duties

  • Be a proactive community ambassador
  • Enthusiastically represent TurboTax locally as a public face
  • Engage with new prospects and nurture leads
  • Lead local events and participate in marketing efforts
  • Provide hands-on tax advice and preparation for simple to complex tax situations
  • Facilitate discovery sessions to uncover deductions and maximize refunds
  • Deliver exceptional customer service and build long-term client relationships

Job Criteria

Experience

No experience required


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