Tax Support Associate – Retail

Intuit is a leading financial software company dedicated to powering prosperity around the world. With a commitment to innovation and customer success, Intuit offers products such as TurboTax, QuickBooks, and Mint that help individuals and businesses manage their finances effectively. Known for its entrepreneurial spirit and community engagement, Intuit creates opportunities for professionals to grow while making a positive impact on their local communities. TurboTax, one of Intuit's flagship products, simplifies the complex process of tax preparation, enabling users to file their taxes accurately and confidently.

The Tax Associate - TurboTax Store role at Intuit is a seasonal to year-round opportunity based at physical TurboTax retail locations across the United States. This position is designed for motivated professionals who are passionate about tax expertise and community involvement. In this role, you will act as a trusted advisor to customers, assist them in navigating their tax needs, and contribute to growing the TurboTax client base locally. You will directly engage with customers both in person and virtually using advanced TurboTax technology, providing personalized tax preparation and advice.

As a Tax Associate, you will serve as a proactive community ambassador, representing TurboTax as a trusted resource within your locality. The role requires you to enthusiastically engage new prospects, nurture leads, and convert them into loyal long-term clients. You will organize and lead local events, participate in marketing activities, and make tax-related topics accessible and approachable to your community. Using TurboTax software and marketing support, you will build a thriving business and foster prosperity for yourself and your community.

Your tax expertise will be central to the role, where you’ll prepare tax returns for individual clients handling a range of tax situations from simple filings to more complex scenarios involving personal and business income, deductions, amendments, and tax planning. You will utilize government resources, professional tools, and team collaboration to ensure accurate, clear, and personalized tax solutions communicated in everyday language. Your ability to truly understand each client’s unique situation and ease their tax-related stress will be essential.

In addition to tax preparation duties, you will create a best-in-class customer experience by demonstrating professionalism, empathy, and genuine interest in helping clients meet their financial goals such as saving for retirement, college funds, weddings, or vacations. Building long-term relationships with clients is a key priority, aiming to transform one-time interactions into loyal partnerships. Interaction will take place both in person and through Intuit’s video communication tools, ensuring flexibility and access to services.

This role requires on-site presence with a minimum commitment of 20 hours per week at a TurboTax retail location, with hours potentially scaling up during peak tax season. Intuit offers a competitive salary range depending on location, along with cash bonuses, equity rewards, and a comprehensive benefits package. The position also includes the opportunity to develop a local and online presence through social media and content creation, aligning with Intuit’s marketing and community engagement initiatives.

Overall, this position offers a unique blend of tax expertise, community involvement, and entrepreneurial opportunity. If you are a proactive, service-oriented professional with an active EA, CPA, or Attorney credential, possess a preparer tax identification number, and enjoy working in a fast-paced, client-focused environment, this role will allow you to thrive while helping others achieve financial peace of mind.