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Tax Support Associate – Retail

Job Overview

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Employment Type

Part-time
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Compensation

Hourly
Range $24.50 - $28.50
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Work Schedule

Day Shifts
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Benefits

competitive compensation
Cash bonus
Equity rewards
flexible scheduling
Career growth opportunities
TurboTax marketing support
comprehensive training

Job Description

Intuit is a leading financial software company dedicated to helping individuals and small businesses manage their finances more effectively and efficiently. Known for its flagship product TurboTax, Intuit offers innovative solutions to simplify tax preparation and financial planning. With a mission centered on "Powering Prosperity Around the World," Intuit leverages cutting-edge technology and expert knowledge to serve millions of customers annually, empowering them to achieve their financial goals. The company maintains a focus on community engagement and entrepreneurial spirit, particularly through its TurboTax Store locations across the United States, which offer direct customer interaction and personalized service. Intuit provides a competitive work environment that fosters growth, learning, and contribution to a broader financial wellbeing cause.

The Tax Associate - TurboTax Store role at Intuit is a unique career opportunity for tax professionals looking to join a dynamic team on a seasonal or year-round basis. Based in one of the new TurboTax locations nationwide, this position marries tax expertise with entrepreneurial drive and community involvement. The Tax Associate serves as a trusted advisor and proactive community ambassador, engaging with customers both in-person and virtually using Intuit's state-of-the-art tools and software. In this role, associates are tasked with increasing TurboTax’s client base by building meaningful, long-lasting relationships within their local community. The job requires under-standing each client’s unique financial situation, delivering thorough tax preparation services, offering sound tax advice, and boosting tax refund maximization while minimizing liabilities. Additionally, associates help simplify complex tax matters, reducing the stress customers often associate with tax season.

As an on-site position requiring presence at a TurboTax store, Tax Associates benefit from significant TurboTax marketing support, enabling them to run local events, engage prospects, and become recognized figures within their communities. Candidates will enjoy a compensation package that includes competitive base pay with additional bonus and equity rewards, varying by location. Intuit actively facilitates career growth opportunities and flexible scheduling tailored to your availability during tax season and beyond. This role offers a blend of professional growth, customer-facing interaction, and community impact, making it an excellent fit for those passionate about taxes and financial empowerment at the grassroots level.

Job Requirements

  • Must reside within the United States
  • Must possess or be able to obtain relevant State licenses, certificates, permits, or bonds
  • Must have an active Preparer Tax Identification Number (PTIN)
  • Minimum 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional software
  • Must be comfortable working onsite at a TurboTax retail or flagship location for a minimum of 20 hours per week
  • Must be willing to wear TurboTax uniform
  • Must be willing to work in a front-facing retail environment

Job Qualifications

  • Possess active, unrestricted EA, CPA, or Practicing Attorney credentials
  • Have an active Preparer Tax Identification Number (PTIN)
  • Must possess or obtain relevant State licenses, certificates, permits, or bonds
  • Minimum 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per season using professional software
  • Familiarity with Circular 230
  • Comfortable working onsite at TurboTax locations, minimum 20 hours per week
  • Interest in building local and online social presence
  • Bilingual English/Spanish communication skills a plus
  • Experience in holistic tax advisory services beyond filing
  • Willingness to wear TurboTax uniform
  • Willingness to work in a front-facing retail environment

Job Duties

  • Be a proactive community ambassador
  • Enthusiastically represent TurboTax locally as a public face
  • Engage with new prospects, nurture leads, convert prospects into long-term clients
  • Lead local events with TurboTax support, participate in marketing, make taxes accessible
  • Provide tax expertise by giving hands-on advice and preparing tax returns
  • Facilitate tax discovery sessions to optimize deductions and maximize refunds
  • Deliver exceptional customer experience through professionalism and empathy
  • Connect with customers to build trust and long-term 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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