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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
performance bonuses
Equity rewards
Employee Discounts

Job Description

Intuit is a leading financial software company known for its innovative solutions that simplify complex financial tasks for millions worldwide. With a commitment to powering prosperity around the world, Intuit develops and markets renowned products like TurboTax, QuickBooks, and Mint. The company prides itself on fostering a culture of innovation, customer-centricity, and inclusion, enabling both individuals and businesses to make smarter financial decisions. TurboTax, one of Intuit's flagship products, is designed to make tax preparation easy, accessible, and accurate for users of all backgrounds through intuitive software and expert assistance. Intuit continues to expand its reach by opening new TurboTax Store locations across the United States, creating seasonal and year-round positions to serve communities directly and support customers in person or virtually.

The role of Tax Associate - TurboTax Store is a unique opportunity to join Intuit's dynamic team in new retail locations dedicated to delivering high-quality tax services. This seasonal position combines tax expertise, entrepreneurial spirit, and community engagement into one impactful role. As a Tax Associate, you will serve as a trusted advisor to customers, helping them navigate their tax returns, provide tax advice, and maximize financial outcomes while upholding Intuit’s mission. You will work onsite at one of the TurboTax locations, where you will be the friendly face of TurboTax, growing the client base within your local community and nurturing long-term relationships through exceptional service and proactive outreach.

Your daily responsibilities will include both in-person and virtual interactions with customers using Intuit’s state-of-the-art video communication tools and TurboTax software. You will provide full-service tax return preparation for a variety of tax situations, ranging from simple to complex cases—including personal and business income, deductions optimization, and amendments. Leveraging your tax expertise, you will uncover potential deductions, minimize liabilities, and offer forward-looking tax planning advice tailored to each customer’s unique circumstances. Your ability to communicate tax concepts clearly and compassionately will help reduce the stress commonly associated with tax season.

This nonexempt role offers flexible scheduling options, with a requirement to work onsite for a minimum of 20 hours per week, including weekends, reflecting the operating hours of these retail locations that scale with customer demand. Intuit emphasizes a pay-for-performance rewards approach, with competitive base pay varying by location, alongside bonuses, equity rewards, and comprehensive benefits. In addition to technical tax skills, this role values entrepreneurial drive, community involvement, and the passion to empower individuals to take control of their financial futures. Tax Associates are encouraged to engage in local events, build an online social presence with tax-related content, and contribute to Intuit’s marketing efforts locally and nationally.

Ideal candidates will possess professional credentials such as Enrolled Agent (EA), Certified Public Accountant (CPA), or practicing attorney licenses with extensive tax preparation experience and knowledge of tax laws. Holding an active Preparer Tax Identification Number (PTIN) and relevant state licenses is mandatory. Candidates should be comfortable wearing a TurboTax uniform and working in a public-facing retail environment. Bilingual abilities (English/Spanish) and experience in holistic tax advisory services will be beneficial but are not essential.

By joining Intuit as a Tax Associate at TurboTax Store, you become an integral part of a forward-thinking company dedicated to innovation, customer success, and community empowerment. This role offers a rare blend of technical expertise, personal customer engagement, and entrepreneurial opportunity, making it ideal for tax professionals who want to make a meaningful impact while advancing their careers and connecting deeply with their communities.

Job Requirements

  • Must reside in the United States
  • possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • minimum of 3 years tax preparation experience
  • active PTIN as required by law
  • ability to work a minimum of 20 hours onsite per week including weekends
  • entrepreneurial mindset
  • strong communication and customer service skills
  • proficiency with tax software and CRM tools

Job Qualifications

  • Possess active credentials such as EA, CPA, or practicing attorney with tax preparation expertise
  • hold an active Preparer Tax Identification Number (PTIN)
  • have at least 3 years of paid experience filing 50+ federal and state individual 1040 tax returns per season
  • familiarity with Circular 230
  • must be comfortable working onsite at TurboTax retail locations
  • interest in building a local and online social presence
  • bilingual English/Spanish skills are a plus
  • experience in holistic tax advisory services
  • willing to wear a TurboTax uniform and work in a public-facing retail environment

Job Duties

  • Represent TurboTax enthusiastically as a community ambassador
  • engage with new prospects and nurture leads to convert them to clients
  • lead local marketing events with TurboTax support
  • provide hands-on tax advice and complete tax preparation services
  • facilitate tax discovery sessions and reviews to optimize deductions and tax planning
  • create exceptional customer experiences with professionalism and empathy
  • interact with customers both in-person and virtually using TurboTax tools

Job Criteria

Experience

No experience required


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