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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

competitive pay
Cash bonus
Equity rewards
comprehensive benefits
Paid Time Off
Professional development opportunities
flexible scheduling

Job Description

Intuit is a leading financial software company renowned for its commitment to helping individuals and businesses manage their finances more effectively. Known primarily for its TurboTax product, Intuit provides innovative solutions that simplify tax preparation, accounting, and financial management. The company is dedicated to powering prosperity worldwide by empowering customers to achieve their financial goals with confidence and ease. Intuit's presence spans across multiple locations in the United States, and it fosters a culture of innovation, community engagement, and customer-centric service.

The role of Tax Associate - TurboTax Store at Intuit is a seasonal opportunity, with possibilities for year-round employment, based at one of the new TurboTax store locations nationwide. This position uniquely blends tax expertise with entrepreneurial spirit and community involvement, making it ideal for motivated individuals eager to build meaningful customer relationships while growing their own client portfolio. Working onsite, you will act as a vital ambassador for TurboTax within your local community, using marketing tools and expert tax knowledge to attract and retain customers. Your primary mission will be to serve as a trusted advisor, helping clients navigate their tax complexities, optimize their returns, and plan their financial futures.

As a Tax Associate, you will provide full-service tax return preparation and tax advice, handling everything from simple individual returns to complex personal and business tax matters. You will conduct discovery sessions and detailed tax reviews to uncover deductions, minimize liabilities, maximize refunds, and offer strategic tax planning. By leveraging Intuit’s state-of-the-art TurboTax software and professional resources, you will deliver personalized, clear, and accurate tax solutions. Additionally, your role involves creating a positive customer experience by demonstrating empathy, professionalism, and genuine interest in your client’s financial aspirations—be it saving for retirement, paying for education, or funding life events like weddings or vacations.

You will engage with customers both in-person at TurboTax locations and virtually through innovative video communication tools. This dual approach allows you to reach a broad client base and deliver exceptional service that builds long-term trust and loyalty. Your efforts will contribute to TurboTax’s mission of making tax preparation approachable and accessible while fostering community prosperity.

Intuit values an entrepreneurial mindset, encouraging Tax Associates to take ownership of their business by building a strong local and online presence. This includes participating in community events, leading local marketing initiatives, and creating accessible tax-related content to educate and engage the public. The role requires a minimum commitment of 20 hours per week onsite, with schedules that may increase during peak tax seasons. Intuit offers a competitive compensation package with a base pay range that varies by state and includes pay-for-performance bonuses, equity rewards, and benefits.

Joining Intuit as a Tax Associate provides an exciting opportunity to grow professionally in a supportive and innovative environment. You will be part of a dynamic team that not only values technical expertise but also prioritizes building genuine relationships and delivering superior customer experiences. This role is perfect for professionals who are passionate about tax law, committed to helping others, and eager to contribute to their community’s financial well-being while advancing their personal career in the financial services industry.

Job Requirements

  • Must reside within the United States
  • Must possess or be able to obtain related state licenses certificates permits or bonds
  • Must be comfortable working onsite at TurboTax location Sunday through Saturday for minimum 20 hours per week
  • Must have active preparer tax identification number PTIN
  • Minimum 3 years paid experience filing federal and state individual 1040 tax returns
  • Must possess unrestricted EA CPA or attorney credentials
  • Must be willing to wear TurboTax uniform and work in front-facing retail environment

Job Qualifications

  • Possess active unrestricted credentials such as EA CPA or practicing attorney with strong tax preparation experience
  • Have an active preparer tax identification number PTIN as legally required
  • Possess or be able to obtain related state licenses certificates permits or bonds
  • Minimum of 3 years paid experience filing 50 or more federal and state individual 1040 tax returns using professional tax software
  • Familiarity with Circular 230
  • Comfortable working onsite at TurboTax retail or flagship location
  • Interest in building local and online social presence creating accessible tax-related content
  • Bilingual English Spanish skills are a plus
  • Experience in holistic tax advisory services beyond tax filing
  • Willingness to wear TurboTax uniform
  • Willingness to work in front-facing retail environment

Job Duties

  • Be a proactive community ambassador
  • Enthusiastically represent TurboTax locally serving as a fixture and public face
  • Engage with new prospects nurture leads and convert prospects into long-term clients through proactive outreach
  • Lead local events with TurboTax support participate in local marketing and make taxes accessible and approachable
  • Provide tax expertise including hands-on advice and full preparation services for simple to complex tax situations
  • Facilitate discovery sessions and tax reviews to uncover deductions minimize liabilities maximize refunds and provide future tax planning advice
  • Deliver a best in class customer experience with professionalism and genuine interest
  • Connect with clients to build long term trust turning transactions into loyal relationships
  • Interact with customers in-person and via video communication tools
  • Address client inquiries and help overcome tax-related challenges

Job Criteria

Experience

No experience required


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